Report Output Template
  • Updated on 05 Mar 2019
  • 1 minute to read
  • Print
  • Dark
    Light

Report Output Template

  • Print
  • Dark
    Light

This tutorial demonstrates how to configure the settings for Report Data to Output information onto an Excel Template.
Note: A Report should already be created in order to upload Report Data onto an Excel Template.

Example:
Create an Excel Template to run a Report. Start in designer Folders and navigate to the System > Designers > Report Output > Templates Folder and select Add Excel Template from the Folder Actions Panel.

2018-09-21_141247.jpg

In theData section under Name create the Template name. In theTemplate Properties section under Template Drag orChoose the Excel File Template.
2018-09-21_141955.jpg

This Excel File can contain any components like Logo's and columns formatting. 
16_NewTemplate.png

In this Example configure the Report Data to the Start Row and Start Column . TheReport Data will populate the specified rows and columns. 
2018-09-21_144121.jpg

In the Data Grouping section select the properties needed for the report. Check the box next to Include Groups so that they display on the Report. Select Save Template to save the***Excel Template.***
2018-09-21_144446.jpg

The New Excel Template is saved in the Templates Folder and should be available in the drop down to use when downloading the report to send.
2018-09-21_144750.jpg

After the Excel Template has been created, Navigate out and back into thedesigner Folder. Open the Folder with the Data that is going to populate the Excel File Template (My Company Excel Template).
flow-test.jpg

In the Settings section under Format select Excel. Now under the Output Type now chooseDefault Excel Template (previously uploaded), this is where the Report Data is uploaded onto the Default Excel Template. Select Proceed to continue and download.
2018-09-26_104004.jpg

Portal prepares printing view and we can click Download Exported Report link to save our Report .

2018-09-21_133614.jpg

The file was successfully downloaded. 
2018-09-21_135051.jpg

Now open the**Accounts Report Excel File** in Excel, Google sheets or any other software compatible. The Report will now be completely uploaded to the Excel Template.
2018-09-21_135509.jpg

Finally, locate the file that was downloaded and open it. This time the report output has been formatted with the custom Template .
22_AccountsReport.png

Links
Creating Your First Report
Report Output Handler Flow

Was this article helpful?