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Custom Reports, Now as Downloadable Excel Workbooks

The Custom Report Builder now delivers Sigma's popular Excel-based reporting on your terms: build a report by dragging in the fields you want, then download it as an Excel workbook, PDF, or a data format ready to drop into your own systems.

September 2021

Sigma's Excel-based reporting has always been a favorite, and now it powers the Custom Report Builder too. Alongside all the predefined Excel reports, you can build your own and download it as an Excel workbook.

Creating one is as simple as clicking and dragging the fields you want, arranging the columns, and viewing or downloading the result. That is especially useful if you fold Sigma data into your own reporting, because the fields can be set up for quick copy-and-paste into other Excel workbooks or any system that reads CSV or flat files. For clients coming from an Excel world, it is real peace of mind: you can plug Sigma into processes that already work, without re-keying anything by hand.

A finished custom report can also serve as a data source for anything from a semi-automated spreadsheet to a fully automated, computer-driven process. Export it as CSV, TSV, JSON, or an unformatted Excel workbook, then copy it into an existing workbook or import it into an ERP system with little or no conversion required.

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