Generating an Automated Report

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Generating an Automated Report

You can generate reports and documents from the Principal Toolbox. Available reports are shown in the section Automated Reports which can be found on the tab Dashboard and the tab Reporting. A green icon indicates an Excel report, a blue icon represents a Word report.


Step 1. Navigate to the section Automated Reports, click on the name of the report you want to generate. Depending on your browser a dialogue box appears or the report is downloaded.
Note: In order to work correctly, Excel reports must always be saved to disk before opening them.

Step 2. Open the report and allow macros: the report is now filled with data from the Principal Toolbox.

Step 3. Save the report to disk or upload it to Principal Toolbox.



The section Automated Reports


Note: From Excel you can also generate a Powerpoint (PPT) report. To do this, go to the tab PTB in Excel and click "Create presentation". Each sheet in Excel becomes a slide in the presentation. The name of the sheet becomes the title of the slide. Set print areas in the Excel sheets by going to the "Page Layout" tab. If you have hidden rows or columns in the tab, hide all columns and rows between the print area and hidden columns/tabs as well.