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.

On the web site BS5837 spreadsheet page, use the Site/Survey drop down boxes and the Search button to select what data to appear in the report. Then press the Reports button to select which report to create.

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.

  1. The Site and Survey drop down boxes provide the simplest means of selecting the data.
  2. Optionally, you can also apply Search filters to the various columns on the table. Press the Search button at the top of the table. Setup rules that will filter the data shown in the table. You can setup search filters on several columns at once by adding new search rules.  For example: “Only show Ash trees that have life stage of Over Mature”. Press the Search button to apply the search. Once you are happy that the data in the table looks correct, press the Close button.

  3. Finally, you can sort the table. See the column names along the top of the table; click on a column name to sort the data by that field. A little triangle symbol appears beside the name. Click again to swap between ascending or descending order. Only a single column can be sorted at a time.

The site/survey selection, search 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 PDF reports are available from the BS5837 spreadsheet page on the OTISS web site. In the Reports-> PDF Reports dialog 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.

These PDF reports cannot be customised directly. It is better if you create an Excel report (see below), customise it, and then use Excel File-> SaveAs and set the “Save as type” to PDF (*.pdf). This approach gives you more flexibility to achieve the required layout and format.

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

In the Reports dialog you will find the following pre-defined Excel 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.

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. In the Reports dialog, 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 – see the Excel Complete reports for the summary data.
Field IdExample OutputNotes
Tree No.
T103Any of these Field Ids can be used.
Other ReferenceDBC-203 
(Quercus sp.)
Combine common, botanical name and caregory/variety. Groups will list all the tree species.
Common NameOak
Ash, Common x7
Groups will list all the tree species.
Botanical NameQuercus sp.
Prunus avium x3
Groups will list all the tree species.
Num Stems4As 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#Estimates shown with a # symbol.
Stem Diam500The single stem diameter. Estimates shown with a # symbol.
Stem Diameters300, 200, 150, 140When multiple stem diameters were entered.
Stem Diameters2400
4 stems: 300, 200, 150, 140
3 stems 350 (avg)
A useful formatted presentation of either (a) single stem, (b) multiple stems measured or (c) multiple stems averaged.
Combined Stem Diam512Combined stem diam calculated as defined in BS 5837:2012
Life StageMature 
Life Expectancy30+ 
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 CategoryA1,2 
North5Estimates shown with a # symbol.
South6#Estimates shown with a # symbol.
East7Estimates shown with a # symbol.
West8#Estimates shown with a # symbol.
Combined spread measurements
Crown Clearance4#Estimates shown with a # symbol.
Lowest Branch Height12Estimates shown with a # symbol.
Lowest Branch DirectionW 
Lowest Branch12(W)Combines lowest branch height and direction.
RPA Radius8RPA Radius calulated as per BS5837:2012
RPA Area1.56RPA 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.
Easting540434.126 digit O.S. Easting
Northing824193.876 digit O.S. Northing
Grid RefSX 12345.67 45678.90A grid reference format with centimetres.
Grid Ref 10SX 12345 45667A 10 digit grid reference. Accurate to 1 metre.
Area22.23Calculated area of polygon in square metres. For Groups, woodlands, etc
Boundary7.45Calculated boundary length of polygon in metres. For Groups, woodlands, etc
SiteWWSite Name. Column Name can be ‘Site’ or ‘Zone’.
SurveyInitial tree survey.Survey reference
SurveyorPaul MoranUser’s name
Inspected11 July 2014Date of the inspection.
Inspected Time11 July 2014 14:35Date and time of the inspection.
customText1Good This is usually the Physiological Condition.
customText2Poor This is usually the Structural Condition.
customText3option a 
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 recommendationsWhen 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.