docu tools enables the creation of various Excel Report templates in which most placeholders can be used. However, some placeholders related to Plan snippets and images do not work in Excel Report templates, as described in the corresponding articles.

The guidelines for using placeholders remain consistent in Excel Templates. Placeholders that open and close a specific area must be correctly enclosed. For example, task placeholders should be placed within the task area. An additional line must be added: one for the opening placeholder {​{tasks}​}, another line for all task placeholders, and a final line for the closing tag {/tasks}​}. Although this creates an additional line, it will not be visible in the Report. A sample for this can be found at the end of the article for download.

The structure will look as follows in the Template:

To ensure correct formatting and enable the use of data for calculations and formulas, the cell type (number, date, etc.) must be set for each Pin Field in the Report template.