Advanced reports - batch excel templates

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Jacqueline
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Advanced reports - batch excel templates

Post by Jacqueline » Wed Jun 19, 2019 3:48 pm

This may seem obvious but I can't work out how to have different headings for different reports run from the same batch excel template.

Do I need a different batch template for every regularly run report - even though i'm including the same fields in my report (but based on different criteria? Is there a way to run several different reports (with same fields) from the same batch template - but with different headings.

Can I somehow make the heading a calculated field in the report through a calculated field and place that in the template? Or is there a better way.

All thoughts appreciated

Enigma
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Re: Advanced reports - batch excel templates

Post by Enigma » Thu Jun 20, 2019 8:07 am

Hi Jacqueline,

For each of the reports you have in your Batch, you would ideally put them on separate sheets within the alternate layout.

You can then just name your sheet the name you want or just type the text above the fields you are adding to those sheets.

Jacqueline
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Re: Advanced reports - batch excel templates

Post by Jacqueline » Thu Jun 20, 2019 8:34 am

brilliant - why didn't i think of that. Thank you.

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