Create new excel report template or modify existing template.

Fill up the Report Name and it must be unique. Then select the Model you want to create a report. Inclusion is used if you want to show only the report for this record or you want to include its lines, e.g., record is sales.order and lines will be the sale.order.lines. If you want to print a report in list view, you might want to select This Record Only. If you want to print a report in form view, you might want to select Record and its Lines.

For the lines, fill up first the Line Basis. This will tell the model/table for the lines. After that, include the fields you want for the lines, e.g., product, quantity, uom, price, subtotal. Do not forget to change some layout for the lines.

Go to Headers tab to include headers in excel report. This is used if you want to show information about the record, e.g., partners, dates, references, etc.

Go to Total tab to include total in excel report. This is used if you want to show some total for the lines, e.g., subtotal, taxes, total.

Go to Notes tab to include some notes in excel report. This is used if you want to show messages in header, between header and lines, between lines and other lines and/or footer.

Lastly, test your created excel report by going to the model, select some records and print using the Print menu in list or form view.