Specifying Microsoft Excel File Output; Specifying Generic Microsoft Excel Output; Specifying Preformatted Microsoft Excel Output - Calyx Point 7 User Manual

Specifying Microsoft Excel file output

You can create a template that outputs the report into a Microsoft Excel file with default
Excel formatting or you can output the report to a preformatted Excel file.

Specifying generic Microsoft Excel output

To create a report template to generate report output into a generic Microsoft Excel file:
Select
1
Select
2
Select File > Save to save the template.
3
Enter a name for the template in the
4
Click Save.
5
The template is stored and is available for future retrieval from the Reports &
Marketing tab when the

Specifying preformatted Microsoft Excel output

To create a report template to generate report output into a preformatted Microsoft Excel
file:
Select
1
Select
2
Select a preformatted Excel report from the File dropdown list or click New and select
3
Browse Existing Excel file...
computer.
To custom format a new Excel spreadsheet:
a
b
c
d
Select values for Worksheet Export to and Launch with. The values that are available
4
depend on the report that was selected.
Select the
5
Reports
Select File > Save to save the template.
6
Point User Guide
Display Result in Excel
Result in a new Excel file
Reports
Display Result in Excel
Result in a pre-formatted Excel file
Click the New button and select
In the Create New Excel File
A sample Excel file opens with columns for the selected fields.
Use the Excel formatting options to format the report.
Save and close the Excel file.
Display within Point
screen.
in the Output Options
as the Excel output format.
Save As dialog box.
option is selected.
in the Output Options
as the Excel output format.
to locate an existing Excel file stored elsewhere on your
Create New Excel File...
dialog box, name your file and click OK.
check box for the result to show in the
Creating custom reports
section.
section.
.
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