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Direct Excel Report (EXL)

Warren Hamilton
Warren Hamilton
  • Updated

Application Configuration / EXL

 The Dashboard/Report Builder allows users to design dashboard charts, reports (Spreadsheet™ or based on RDL/ Crystal Reports templates) and to schedule delivery of specific reports according to a preset schedule.


Step Process

  1. From the homepage, go to menu option
  2. Select "Admin"
  3. Select "Dashboard/ Report Builder"
  4. Select "Direct Excel Report"
  5.  Click "Create New"
  6. Enter Report Name.
  7. Enter Report Code.
  8. Enter Category Name.
  9. Proceed with the rest of the required fields in the other tabs.
  10. Navigate to preview tab and you can preview the Excel report defined.

NOTE: All previously generated reports are visible in the report database.-


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