Smartstaff, administrator
4,478
edits
Changes
no edit summary
A major feature of SmartSimple [[reports]] is that report results can be easily exported to Microsoft Excel. <br />
[[Image:FileExportTabFileExportTab2018.png|link=]]<br />
Once your report has been configured, take the following steps to enable exporting to Excel:
# [[Uploading a File – Step by Step|Upload an Excel file]] which you wish to use as a template for report results to a SmartFolder.
# Click the "Save" button.
* The "Export File Name" setting can be used to set a filename that is applied when the report is exported. If left empty then the default name for exported file is "Book".
* The "Data Position" setting determines the starting position of your list view results (the "data").
* The "Meta Data Position" setting determines the starting position of the report criteria (the "metadata"). If your report does not utilize [[criteria]], the Meta Data will be blank.
