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EVOLVE MODULE OVERVIEWS

ExcelReports




ExcelReports opens up access to live Evolve data using Microsoft Excel. With this powerful module, users are able to create their own custom reports right within Excel that will generate at any time using the latest data stored in Evolve.

Following a standard template format, users can define complex reports to pull data from any table within the Evolve application. Define headings and data sections (with criteria) as well as subtotals and grand totals - ExcelReports turns Excel into a full-featured reporting tool for your business application.

Once a template is created, it is added to the ExcelReports List in Evolve so it can be easily run at any time. Reports can be added privately (so other users don't see them) or shared with everyone.

Refer to the screenshots below for a better indication of the module features.


Sample Screenshots



Click any screenshot to view the actual image as it was captured within Evolve.


Working from a provided sample, users create a new ExcelReport template that defines the report definition.

Once a template is created, it is added to the ExcelReports list within Evolve so it can be run at any time to pull the latest system data.

When run, an ExcelReport generates a new Excel workbook with the result data based on the selected template. All template formatting is carried through to the resulting report.


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