Selecting a project

You can select a project to run a report on from the project manager. This opens automatically when you logon or can be opened by selecting the Projects icon on the main ribbon.

To open a project; select it from the list and click the Open button. This project will remain open until you select another project.

Selecting a report

You can select a report from the reports manager, this opens automatically when you have selected a project or can be opened by selecting the Reports icon on the main ribbon.

It is important to note that the first time you open a project on Extension for Microsoft Excel the list of available reports will be blank and you will need to add report templates using the steps detailed in the Adding new report templates section of this guide.

To open a report - select it from the list and click Open. The Excel spreadsheet will now be dis-played on your screen and you are ready to generate the report

Generating a report

To generate a report select the Generate icon on the main Ribbon. The report may offer filter conditions for you to complete before it returns the data into the report.