Create a custom excel report

Purpose of the article

This article details how to create, manipulate, and add a template to create custom excel reports.

Create an excel template file

First you need to create an excel template file using the Notations for Excel exports. To help you in the creation of such a report, you will find here below 4 examples of reports (slip and listing).

Upload the model to Cooperlink

In the application settings, choose the Reports menu. Click on Add Report Template button, or select the existing report and click Edit.

Associate the template with the workspace

To use the report template in a workspace, you must associate it. To do this, go to the workspace settings, menu Export templates and select the desired reports.

Use your templates

Your templates are now available to generate custom reports in document, task, and workflow modules.