Point User Guide
385
Creating custom reports
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:
1
Select
Display Result in Excel
in the
Output Options
section.
2
Select
Result in a new Excel
file
as the Excel output format.
3
Select
File > Save
to save the template.
4
Enter a name for the template in the
Save As
dialog box.
5
Click
Save
.
The template is stored and is available for future retrieval from the
Reports &
Marketing
tab when the
Reports
option is selected.
Specifying preformatted Microsoft Excel output
To create a report template to generate report output into a preformatted Microsoft Excel
file:
1
Select
Display Result in Excel
in the
Output Options
section.
2
Select
Result in a pre-formatted Excel file
as the Excel output format.
3
Select a preformatted Excel report from the
File
dropdown list or click
New
and select
Browse
Existing Excel file...
to locate an existing Excel file stored elsewhere on your
computer.
To custom format a new Excel spreadsheet:
a
Click the
New
button and select
Create New Excel File...
.
b
In the
Create New Excel File
dialog box, name your file and click
OK
.
A sample Excel file opens with columns for the selected fields.
c
Use the Excel formatting options to format the report.
d
Save and close the Excel file.
4
Select values for
Worksheet Export to
and
Launch with
. The values that are available
depend on the report that was selected.
5
Select the
Display within Point
check box for the result to show in the
Generated
Reports
screen.
6
Select
File > Save
to save the template.