Report Output Template

Overview

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

The template can contain any components like logos and column formatting.

Example

1. Navigate to the System > Designers > Report Output > Templates Folder and select Add Excel Template from the Folder Actions Panel.
2. In the Data section under Name create the Template name.
3. In the Template Properties section under Template Drag or Choose the Excel File Template.
4. Configure the Report Data to the Start Row and Start Column. The Report Data will populate the specified rows and columns.
5. Select SAVE TEMPLATE to save the Excel Template.
   
6. 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.
7. After the Excel Template has been created, navigate to the Report that will populate the Excel File Template
8. Select the gear icon to open the Report Actions. Click the Download/Send Report Icon.
9. In the Download/Send Report dialog, under Settings > Format, select Excel. 
10. Under Output Type, choose My Company Excel Template.
11. Select Proceed to continue and download.

    

12. Select the Download Exported Report link to save the Report. When the downloaded Report is opened, the data will be displayed using the template.