OTISS provides a range of pre-defined Excel and PDF reports to provide summary charts and detailed information about the surveyed trees. In addition, you can customise your own Excel Report Templates (styles, colours, columns, charts, etc.) and OTISS will fill in the data. You can then save the Excel spreadsheet as a PDF document, or copy the Excel charts and data tables into your final report.

TreeSafety grid filters1

Selecting, Filtering and Sorting Data

Before you generate any of the Excel, PDF, CAD or GIS reports, you must first select what data to include in the report. This is done on the web site by selecting what data appears in the BS5837 spreadsheet page.

  1. The Site and Survey drop down boxes provide the simplest means of selecting the data.
  2. In addition, you can apply filters to the various columns on the grid. Hover the mouse over the column name, and then click on the little triangle symbol that appears. Apply a suitable filter to limit the data shown. You can setup filters on several columns at once.  For example:
    • Only show trees that have life stage of Mature or Early Mature.
    • Only show ‘Ash’  trees
  3. Finally, you can sort the table. Once again, hover the mouse over the column name, and then click on the little triangle symbol that appears. Sort a column in ascending or descending order. Only a single column can be sorted at a time.

The site/survey selection, filters and sorting you have setup on the table will all be used when generating the PDF, CAD and Excel reports.

PDF Reports

A few example PDF reports are available from the BS5837 spreadsheet page on the OTISS web site. Under the Reports-> PDF Reports menu you will find the following:-

  • Report: A basic report listing all the trees surveyed.
  • Recommendations: A prioritised list of the recommendations made as part of the survey.

To create a customised PDF report,

  1. Generate one of the pre-defined Excel Reports (below), make any required changes and use Excel File-> SaveAs and set the “Save as type” to PDF (*.pdf).
  2. Use the Excel Report Template feature (below) and then save the resulting Excel spreadsheet as a PDF document.

CAD Reports

The survey data can be imported into CAD drawings. Read more…

GIS Reports

The survey data can be downloaded in a variety of GIS formats. Read more…

Excel Reports

Under the Reports-> Excel Reports menu you will find the following pre-defined reports.

  • Report (with/without photos): A basic report listing all the trees surveyed.
  • Recommendations (with/without photos): A prioritised list of the recommendations made as part of the survey. The recommendations are listed in order of urgency/priority – those with timescale=NoAction will appear at the end.

For the reports with photos, the most recent photo for each tree is included (i.e. highest Pnnn number). You can select which photo to use for a tree by setting the required photo’s Category to ‘Report’. If there are several photos with a Category of ‘Report’, then the most recent of these is included.

  • Complete report: A multi-page spreadsheet showing all possible columns and charts. This is intended as a report that you would cut down and extract just the bits you need.
  • Raw data: A spreadsheet of the raw data that was collected as part of the survey. This report is intended as a means for you to download and archive the survey data.
  • For compatibility with older Excel versions, there is also a limited number of the older Excel 97-2003 format reports. But it is recommended to use the newer Excel report format.

To generate one of these pre-defined reports:-

  1. Select the Site and Survey, and setup the column filters and sorting to show the data you wish to appear in the report (as described above).
  2. Under the Reports menu, select the required report. Save the file on your computer.
  3. Open the report in Excel and adjust style and colours, remove un-wanted columns, etc.
  4. For PDFs, use Excel File-> SaveAs and set the “Save as type” to PDF (*.pdf).
  5. Or, cut-and-paste the charts and tables into your final report.

Note: your web browser may block the report and will be required to “Allow Popups” for the www.otiss.co.uk website.

Note: The reports are generated in a separate browser tab/window. This may take some time for larger reports or reports with photos. While it is being generated, you can continue to work on the OTISS website.

Copy Excel tables to a Word document

Once you have generated the Excel report, you may wish to copy some or all of a data table to a Word document. Laying out lots of data in a document is never easy. You may wish to consult the help manuals and tutorials about Word to learn more ways to deal with tables. The simple way to get started is as follows.

  • In Excel you can select and Copy the columns you need.
  • Open the Word document and Paste them into the appropriate part of the document. This will create a Word table containing the data.
  • Do a mouse click-right over the inserted table and you should see a menu with some table options. There are several “AutoFit” options; the option “AutoFit to Contents” is often a good place to start.

Excel Template Reports

This feature allows you to create a customised PDF or Excel report. You can create a set of Excel Report Templates to layout your company style, fonts, colours, column widths, border, formatting, etc. Select which data columns to include in the tables and add summary tables to provide some key statistics: e.g. condition, species, etc. So rather than post-processing the report, you can do most (if not all) the work beforehand!

Please read the information at Excel Report Templates to understand how to prepare and use the Excel Templates.

BS5837 Excel Data

The table below provides a list of all the possible data that you can put into the Excel reports. Consult this table while you are preparing your Excel Report Templates.

  • The Field Id is the keyword/name that you MUST put into the Excel template table header rows. OTISS will be looking for these Field Ids so it knows what data to put into which columns.
  • Most of the Field Ids listed below are exactly the same fields that you used on the survey form. The data is the values you entered during the survey and the Field Id in the header row will be replaced with the Field Name that is configured on the Customise Survey page.
  • In addition, there are several other Field Ids listed below that provide useful combinations or especially formatted variations.
  • Some of the survey fields can also be used in the Summary tables.
Field IdExample OutputSummaryNotes
Tree No.
T103 Any of these Field Ids can be used.
Other ReferenceDBC-203Yes 
(Quercus sp.)
 Combine common, botanical name and caregory/variety. Groups will list all the tree species.
Common NameOak
Ash, Common x7
YesGroups will list all the tree species.
Botanical NameQuercus sp.
Prunus avium x3
YesGroups will list all the tree species.
Num Stems4YesAs recorded for multi-stemmed trees, or the total NumTrees recorded in the group.
Full StructureGroup
(23 trees)
 Combines structure and number of stems/trees.
Height11#YesEstimates shown with a # symbol.
Stem Diam500Yes 
Stem Diameters300, 200, 150, 140 When multiple stem diameters were entered.
Combined Stem Diam512 Combined stem diam calculated as defined in BS 5837:2012
Life StageMatureYes 
Life Expectancy30+Yes 
MeasurementsHeight(m): 11
Crown Radius(m): 1
DBH(cm): 1
Life Stage: Newly planted
Life Exp.: 9+ Years
 Combine all the tree based measurements. Does not include any fields marked as ‘hidden’.


Photo NoCaption

 The most recent photo is shown (i.e. highest Pnnn number). You can select which photo to use by setting the required photo’s Category to ‘Report’. If there are several photos with a Category of ‘Report’, then the most recent of these is included.


Use the column name ‘Photo NoCaption’ if you don’t want the caption to be shown.

Survey NotesNotes  
Retention CategoryA1,2Yes 
North5 Estimates shown with a # symbol.
South6# Estimates shown with a # symbol.
East7 Estimates shown with a # symbol.
West8# Estimates shown with a # symbol.
 Combined spread measurements
Crown Clearance4# Estimates shown with a # symbol.
Lowest Branch Height12 Estimates shown with a # symbol.
Lowest Branch DirectionW  
Lowest Branch12(W) Combines lowest branch height and direction.
RPA Radius8 RPA Radius calulated as per BS5837:2012
RPA Area1.56 RPA Area calulated as per BS5837:2012
RPARadius: 1.6m.
Area: 8 sq m.
 Combines RPA Radius and Area
LocationPOINT (-0.0000004885501829 50.99999994079486) Location shown as WKT with latitude and longitude.
Easting540434.12 6 digit O.S. Easting
Northing824193.87 6 digit O.S. Northing
Grid RefSX 12345.67 45678.90 A grid reference format with centimetres.
Grid Ref 10SX 12345 45667 A 10 digit grid reference. Accurate to 1 metre.
Area22.23 Calculated area of polygon in square metres. For Groups, woodlands, etc
Boundary7.45 Calculated boundary length of polygon in metres. For Groups, woodlands, etc
SiteWWYesSite Name. Column Name can be ‘Site’ or ‘Zone’.
SurveyInitial tree survey.YesSurvey reference
SurveyorPaul Moran User’s name
Inspected11 July 2014 Date of the inspection.
Inspected Time11 July 2014 14:35 Date and time of the inspection.
customText3option aYes 
Measurements2Other Reference: 1
Distance to main target: 1
Budget £ (est.): 150
You customise: 1
Amenity Value: Good
Wildlife Value: High
You customise: option a
 Combine all the CustomText and CustomNum fields and values. Does not include any fields marked as ‘hidden’.
RecommendationsPre construction:
first one
Timescale: 1 MonthDuring construction:
second one (if present)
Timescale: 1 MonthPost construction:
third one (if present)
Timescale: 1 Year
 Combined text showing all the recommendations. Does not include any fields marked as ‘hidden’.
Recommendation1Pre construction recommendations  
Recommendation2During construction recommendations  
Recommendation3Post construction recommendations  
RecommendationText entered for recommendations When doing Recomendation-only data tables, use the column name ‘Recommendation’ rather than ‘RecommendationX’.
CAVAT Value£19,822The result (£) of the CAVAT valuation.
TEMPO DecisionDefinitely merits TPO(16+)
Does not merit TPO(7-11)
The Decision Guide result of a TEMPO valuation.