Editing a Microsoft Excel Report

See Also

Permissions Required

Manage SQL / Microsoft Excel Report - To create, edit and delete SQL and Microsoft Excel reports.

To Edit a Microsoft Excel Report

1.  In any Workspace, from the GoTo menu, select Analytics. The Analytics Workspace is displayed.

2.  Select the report in the My Reports pane.

3.  From the Reports menu, select Edit Report.

- OR -

Right-click, and select Edit from the shortcut menu.

- OR -

From the GoTo menu, select Reports Manager. The Report Manager dialog box is displayed. Select the report you want to edit, and click Edit.

The Edit Talisma Report dialog box is displayed.

4.  Modify the required details.

5.  Click OK.

6.  From the File menu, select Save to save the report.

7.  Click Run Now. The report is generated based on the new report settings.

Note  Use the Microsoft Excel Data menu if you want to change the data source, or run a report based on a new query.