Platform Reports Library Opens Reports and Books Directly in Excel

The Platform Reports Library enables you to open Reports and Books directly in Excel via an icon.

Previously, users had to launch the Report in HTML or PDF or launch the Book in PDF and then export to Excel. This required the Report or Book to be run twice. This feature streamlines the user interaction and runtime when using Excel with Reports and Books.

It is recommended for users to have Preview POV enabled in Tools > User Preferences > Reports, so users can set the POV before launching the Report or Book in Excel. 

Launching the Report or Book in Excel

Launching the Report or Book in Excel

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Business Benefit: This enables you to quickly open the Excel format of Reports and Books by clicking the Excel icon next to the Report. 

Key Resources