What’s the Best Way to Customize Inspection Reports in SOLIDWORKS for Compliance?

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Customizing SOLIDWORKS Inspection Report for your Quality Process


The SolidWorks Inspection Template Editor is a tool used to customize the layout and content of Excel-based inspection reports. It allows you to define how data extracted from drawings (like dimensions, tolerances, notes, etc.) will appear in the final inspection document. 

It works with SolidWorks drawings, PDFs, and TIFFs, and extracts dimensions and annotations to help ensure part quality. It will perform within the Inspection standalone application or within the SOLIDWORKS Inspection Add-In. 

Steps to create Customized Report Template: 

1. Open SOLIDWORKS Inspection 

Launch the SOLIDWORKS Inspection Standalone application or Add-in, then select the “Template Editor” from inspection file menu.

SOLIDWORKS Inspection

2. Load your custom Excel Template 

After selecting the Template Editor, browse and open your customized Excel File. The SOLIDWORKS Inspection template editor token dialogue box as shown below.

SOLIDWORKS Inspection

 3. Map Project Information to the Template 

✓ Select a Cell in the Excel template where you want to insert project data (e.g., part number, dimension value). 

✓ Choose a Token from the Template Editor dialog and then click Insert to place it into the selected cell.

SOLIDWORKS Inspection
Before Insert the char token 

SOLIDWORKS Inspection
After Insert the char Token

4. Finalize and Save the Template 

Repeat for process for all necessary fields. Once all tokens have been inserted and the layout is complete, click “Finished” to save the template in Excel Template format (*.xlt). This file is now ready to be used for generating custom inspection reports.

SOLIDWORKS Inspection


Conclusion 

Investing time in customizing your SolidWorks Inspection report templates is a smart move for any team focused on precision, compliance, and efficiency. It reduces repetitive tasks, improves communication, and ensures your reports are always audit-ready and aligned with expectations.


Contact Us: Have questions or need assistance? Feel free to reach out!

Phone: +91 94454 24704
Email: mktg@egs.co.in

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