Excel Reports can be edited once they are created
Previously, when you created and saved an Excel Report you could not open it and edit it. You could only run it for different athletes and different date periods. If you create an Excel Report (e.g. you are the owner), you can now edit that report and update the Excel Report template.
Once you have followed the instructions on how to create an excel Report and it is saved, you can now edit the Excel Report.
You can access the original report set up. You can add in any additional forms, groups or specifications that you need
You can generate a new BLANK template by clicking "Generate Report Template". This will generate a BLANK template for you. Alternatively, you can select "Test Report" to have an export of the original template with the new settings (most users will need this- see the step below)
Click on "Test Report" to access your Existing Excel Report template. You will be able to open and update
Update any links or pivot tables in your report.
#1: The image here shows the original Excel Report pivot table created from the form called "Roanne Test".
#2: New pivot tables and reports can be created using the Daily Input Event Form, and Summary data that have been added to this Excel Template. Alternatively, you may just want to update the format of an existing field number, or even the colour of a cell. This can be completed as well.
Once you have finished, remember to Delete the data in the Data Sheets (Delete the data, NOT the headings)
Re-upload the template and run a test of the report again
When it has uploaded, click on Test Report to produce a Test of the new Excel Template to ensure all of the setting work correctly (as shown in the step below)
Open the New Report Settings to ensure that you uploaded the correct template and that the set up/changes are correct
If you forgot to upload the correct excel template, or you forgot to set a pivot table to refresh on opening, or to not change the column widths on opening:
1. Open the template that you downloaded originally (e.g. the template that you just uploaded)
2. Edit it
3. Reupload it
3. Run the Test Report again and check the output to ensure it is pulling through the correct data and refreshing correctly. Once you are satisfied with the report, save the settings (as shown in the image below).
Save the report once you have finished updating your template and it will be available for use either publically or privately depending on your Report Settings
If you are not sure how to complete this confidently, or you need assistance then contact your distributor