Wednesday, April 17, 2019

Attach Excel templates on Reports in Adaptive Insights

- Navigate to Reports and right click on the report name that you would like to attach the template into.

- Select Attach Template

- Select the last radio button and browse for your template and click on OK.

- Once you refresh your page, you will see that the report icon has turned green. It means that the template has been successfully attached.

- Now when you run the report, you will receive an Excel file pop up which will include all the data formatted based on your template.


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