Last updated on Apr 24, 2026.
Reports is the formatted schedule publishing tool for Revit. It turns the schedules in the current document into repeatable deliverables with consistent page layout, branding, notes, and export settings.
Use it when a team needs polished schedule output as PDF, Excel, Word, or printed sheets instead of a plain raw export.
Getting started
Overview
Reports works against schedules in the current Revit document. The main workflow is to choose a schedule, review its output template, preview the layout, and then publish to the required output format.
The tool is designed for repeatable issue workflows, so layout choices, notes, logo placement, and other formatting rules can be saved and reused.
Requirements
- A supported Revit installation with Reports installed.
- A saved Revit document that contains the schedule you want to publish.
- Write access to the output folder and any template storage path used by your workflow.
- A clear idea of the required export format before you start, especially for batch output.
Install and uninstall
Deploying to multiple machines? This section covers standard local installation. For automated deployment by IT administrators or BIM managers, see the Silent Installer Guide.
Install
- Close Revit.
- Run the Reports installer with administrator rights.
- Complete the installer steps and any activation that applies to your environment.
- Start Revit.
- Confirm that Reports is available on the Archi tab.
Uninstall
- Close Revit.
- Open the Windows uninstall entry for Reports.
- Confirm removal.
- Reopen Revit only after the uninstall is complete.
Uninstalling Reports does not remove previously exported files or every saved XML template created for specific schedules.
Report workflow
Choose a schedule
- Save the Revit document first.
- Open Reports from the ribbon.
- Select the schedule that should be published.
- Confirm the output format and template before moving on to layout changes.
Preview and publish
The preview step is where Reports becomes most useful. You can inspect the printed result before producing the final file, which makes it easier to catch page breaks, header spacing, or oversized notes before the schedule is issued.
- Review the preview window after choosing the schedule.
- Adjust the layout if the schedule needs better spacing or page control.
- Export to the required file type, or print once the preview looks correct.
Batch export
Batch workflows are intended for repeatable publishing. In the confirmed behavior, batch export is supported for PDF and Excel, so use single-run publishing when Word or printer-specific output is needed.
Layout and templates
Page and branding options
Reports lets you control page size, orientation, margins, headers, footers, notes, and logo placement. This is the part of the tool that turns a schedule into a deliverable that matches office standards.
- Use headers and footers for project metadata and issue context.
- Add notes when the schedule needs short instructions or explanatory text.
- Use logo placement only after confirming the page margins still work with the schedule width.
Column widths and reusable templates
Column width control is useful when a schedule contains long descriptions or when multiple output types should keep the same visual rhythm. Reports can store these settings as XML-based templates so the same schedule type can be published consistently later.
Saved settings
Reports stores format choices, layout settings, and template information between sessions. This reduces setup time on repeat issues, but it also means old templates should be reviewed when a schedule changes structure.
Troubleshooting and FAQ
Reports will not open
Cause: The current document is unsaved.
Fix: Save the Revit file first, then open Reports again.
The schedule you need is missing
Cause: The schedule does not exist in the active document, or the wrong document is open.
Fix: Confirm the schedule exists in the current model before reopening the tool.
Batch output options are more limited than expected
Cause: The batch workflow is narrower than the full single-run workflow.
Fix: Use batch mode for PDF or Excel, and switch to single-run export for Word or printer-specific output.
A saved template no longer matches the schedule
Cause: The schedule structure changed after the template was created.
Fix: Review the preview, adjust the layout, and save a refreshed template if needed.
Can I reuse one layout for recurring schedules?
Yes. That is one of Reports' main strengths. Save the layout and formatting rules as a reusable template after you confirm the preview.