Excel Report Builder

Further enhance your SmartList Builder experience by leveraging Excel Report Builder, a component included with the SmartList Builder.  Attendees will learn to create Excel reports, calculated fields, matching tables (joins), deploying Excel reports, Excel report security, and database structure.

  • Database Basics
  • Excel Report Builder Overview
  • Excel Report Builder Basics
  • Creating Basic Excel Reports
  • Publishing Reports
  • Advanced Excel Report Options
  • Using Outside Data
  • Other Features (re-ordering columns; duplicate reports; creating a SmartList from a report; change display names and more)
  • Sample Excel Reports
  • Configuring Excel Reports
  • Calculated Field Functions

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