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.

Example

1. Navigate to the System > Designers > Report Output > TemplatesFolder, select Add Excel Template from the Global Action Bar.
   
   
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. This Excel File can contain any excel components like logos and column formatting.
   
   
5. Configure the Report Data to the Start Row and Start Column. The Report Data will populate starting at the specified rows and columns. This example starts in Row 3 and Column 1.
6. Select SAVE to save the Excel Template.
   
   
   
7. The new Excel Template is saved in the Templates folder and available in the drop-down to use when downloading the report to send.
   
   
8. After the Excel Template has been created, navigate to the Report that will populate the Excel File Template (My Company Excel Template). 
9. Select the gear icon to open the Report Actions. Select the Download/Send Report icon.
   
   
10. In the Download/Send Report dialog, under Settings > Format, select Excel. 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.
    
    
13. Now open the Report Excel File in Excel, Google sheets, or any other compatible software. The Report will now be completely uploaded to the custom Excel Template.