Creating Reporting Templates

In Lucanet, Excel reports are always generated based on a reporting template.

Reporting templates are Excel files that contain tilde formula(s) with functions, statements, and parameters that define the content of the Excel report queried from Lucanet.

Each dimension that is queried using a tilde formula in an Excel reporting template is displayed in the detail view of the reporting template in Lucanet and can be selected there for report generation.

In this chapter you will learn how to create, replace, or download a reporting template.

To learn how to use tilde formulas within reporting templates, see Working with Tilde Formulas.

XLS, XLSX, and XLSM files from the following Excel versions can be used as reporting templates:

To create a reporting template:

You can download a reporting template from Lucanet to, for example:

To do this, select the desired reporting template and click Download reporting template in the detail view. The file will be saved in your download directory.

To make a modified reporting template available as the basis for an Excel report, it must be updated in Lucanet, i.e., the outdated version of the file must be replaced.

To do this, select the desired reporting template and click Replace Reporting Template in the detail view. Then add the updated Excel file via drag and drop or browse your file directory and click Save.