Excel Report
The Excel export produces a structured multi-sheet workbook (.xlsx) designed for integration with warehouse management systems, order tracking tools, and internal reporting workflows. Unlike the PDF which is formatted for human reading, the Excel report is structured for data processing — clean column headers, consistent data types, with fixed table columns.
Generating an Excel Report
- Open the load plan in the editor
- Click Export in the top toolbar (or press Ctrl+E)
- Select Excel Report
- Click Generate
The only option that affects the workbook is the loading direction in the export dialog — it determines the row order of the Packing List and Loading Sequence sheets. The file downloads immediately as a .xlsx file compatible with Microsoft Excel, LibreOffice Calc, and Google Sheets.
Workbook Structure
The workbook contains four sheets. Each sheet is described in detail below.
Sheet 1 — Summary
A high-level overview of the entire plan, laid out as labeled sections:
| Section | Content |
|---|---|
| Header | Plan name and generation timestamp |
| Container blocks | One block per container: name, type, internal dimensions (L×W×H), volume, max payload, tare weight |
| Plan Summary | Total / Placed / Unplaced item counts, counted in physical units — Placed counts units in placed containers (including units on a placed pallet); units on a pallet that is not yet placed are shown on their own "On unplaced pallets" row, which appears only when such a pallet exists, total weight, volume used, Space Utilization %, plan mode, solve time |
| Scores | Overall, Space Utilization, Weight Balance, Stability, Handling, Damage Safety — plus a bar chart of the score breakdown |
The Plan Summary section is the quickest integration point — item counts, weight, and utilization for the full shipment in one place.
Sheet 2 — Packing List
One row per item placement, in loading-sequence order (the first row is the first item to load). This is the primary data sheet for WMS import and system integration.
| Column | Type | Description |
|---|---|---|
| Item Name | Text | Item name |
| SKU | Text | Product SKU (empty if not set) |
| Container | Text | Container name (e.g., "Container 1") |
| Pos X (mm) | Number | Distance from the far-end wall, along the container length — the door is at the maximum X |
| Pos Y (mm) | Number | Distance from floor to item's bottom face |
| Pos Z (mm) | Number | Distance from the left wall, across the container width |
| Width (mm) | Number | Space the item occupies across the container width in its placed orientation |
| Height (mm) | Number | Space the item occupies vertically in its placed orientation |
| Length (mm) | Number | Space the item occupies along the container length in its placed orientation |
| Weight (kg) | Number | Item weight |
| Rotation | Text | Applied rotation code: LWH, WLH, LHW, HLW, WHL, or HWL |
| Status | Text | "Placed" or "Unplaced": a placement fact, not a findings verdict |
Qty | Number | Units in this row; always the final column |
CSV and Excel packing lists have a final Qty column. Placed rows and rack-unit rows show 1 per placement; each unplaced row shows the remaining units: item quantity minus loose placements minus units on pallets. The Excel unplaced summary totals these remaining units. In PDF, CSV, and Excel, items with unplaced units appear in the unplaced list with the number of units not placed, whether the rest of that item is loose or on a pallet.
Position coordinates reference the near corner of the item's bounding box, in millimeters. The origin (0, 0, 0) is the floor corner at the far end of the container on the left wall; the door is at the maximum X. Length runs along X, height along Y, width along Z.
Unplaced items appear at the bottom of the sheet, highlighted in red, with Status = "Unplaced", empty container/position columns, and their base (unrotated) dimensions.
Sheet 3 — Compliance
The same current records as Validate, calculated once for the saved-layout snapshot used by the workbook. The basis names its saved stamp, UTC calculation time, hard/advisory counts and scope, including shape-data fallbacks, unassessed checks and Door-order loading steps.
| Column | Content |
|---|---|
| Item | Container and named unit copies or pallet members |
| Severity | HARD or SOFT, matching Validate's record type |
| Rule | Localized title and stable rule key |
| Message | Localized parameters, without AI translation |
An assessed empty result, no placed cargo and an unavailable calculation have separate messages. The sheet prints every finding; grouped details expand up to eight units and announce the remainder. Review the inputs and stated scope before loading. The sheet is a calculation record, not a compliance certificate.
Current plan notes follow the findings table. A solve's notes use Plan Insights and follow the export language in Settings → Preferences, without an AI call. AI analysis notes and older notes use AI Insights and keep their stored text without translation. Sheet and column names stay in English; finding titles, parameters and basis follow the document language (English or Turkish). After layout edits, stale plan notes stay out until you analyze or solve again.
Sheet 4 — Loading Sequence
One row per placement, in the numbered loading order. This sheet is intended to be printed or imported directly into a warehouse task management system as a picking and loading sequence.
| Column | Content |
|---|---|
| Step | Loading sequence number |
| Item Name | Item name |
| Weight (kg) | Item weight |
| Position (X, Y, Z) | Numeric coordinates (mm) in one cell |
| Rotation | Applied rotation code |
| Notes | "Placed"; prefixed with "FRAGILE." when the item is marked fragile. Stored findings are not copied here |
Containers follow the plan’s container order, and step numbers continue across containers without restarting. The PDF sequence table, Step Cards and placed CSV rows use the same order. Within each container, Door loading sorts from the far end toward the door, bottom-to-top at the same depth; Top and Combined use their selected height order. Loading Groups take priority within that container: later stops load first. This order does not assess handling access or support during loading or unloading. Within each loading group, a unit is listed only after every unit it rests on; the loading-group order takes priority across groups.
Sheet 5 — Racks (only when the plan has racks)
Present only when the plan holds racks (see Racks in a Plan); a plan without them keeps the four sheets above and nothing changes.
One row per unit on a rack, with the rack's own identity repeated on every row so the sheet filters and sorts cleanly:
| Column group | Columns |
|---|---|
| The rack | Pallet, Type, Container, Pallet X (mm), Pallet Z (mm), Yaw (°), Pallet Weight (kg) |
| Where it sits | Level, Slot |
| The unit | Item Name, SKU, Qty, Length (mm), Width (mm), Height (mm), Weight (kg), Turned |
| Unit position | Unit X (mm), Unit Y (mm), Unit Z (mm) |
An empty rack appears as a single identity row with the unit columns blank, so racks you are shipping empty are still in the count.
Units
The workbook is always exported in metric units — dimensions in millimeters, weights in kilograms — regardless of the display unit preference in Settings. This keeps column headers and data types stable for automated importers.
If your WMS expects imperial input, convert during import. A silent mm-vs-inch mismatch causes significant positioning errors.
Compatibility
The .xlsx file format is compatible with:
- Microsoft Excel 2007 and later
- LibreOffice Calc 5.0 and later
- Google Sheets (via upload)
- Most ERP and WMS systems that accept Excel input
No macros or ActiveX controls are used. The file contains only data, formulas, and basic formatting.