Report Library Links

Estimated reading time: 6 minutes

Overview

The Report Library provides an easy interface where new reports can be uploaded, existing reports can be updated, and details and documentation about the report can be added. Reports are called links in the Library. These links can be a link to a file you have saved locally or one uploaded to the Report Library.

Step 1: To create a new link, begin by opening the Excel file you wish to upload and open the Report Library.


Step 2: Select the folder you wish to upload the file to and right click in the Report Links section.


Step 3: Hover the cursor over Save Current Workbook and select Create New Link.


Step 4: The Link Details Window appears where you can enter details about the report:

  1. Enter a name for the report
  2. Enter an optional description
  3. Set the status of the report to live (see here for more info on statuses)
  4. Click save to save the report


The new report now appears in the Library:


Note: If the file is not saved locally you will be prompted to save the file first before you can upload the file to the Report Library:


Step 1: To save a file that is not currently open, begin by right clicking on the Report Links Section and select Create New Link:


Step 2: The Link Details Window appears where you can enter details about the report:

  1. Enter a name for the report
  2. Enter an optional description
  3. Set the status of the report to live


Step 3: For the Link Path, click Browse:


Browse to the file you wish to upload and click Open:


Step 4: Finally click Save:


The Report Library provides an interface where reports can be versioned. Each successive upload will automatically increment the version number:


Step 1: To upload a new version to an existing link, begin by opening the Excel file you wish to upload and open the Report Library.


Step 2: Next, right click on the name of the link you want to update, hover the cursor over Save Current Workbook and select Create New Link.


Step 3: You may optionally choose to enter a name for this version and add notes detailing the changes:


Step 4: Finally click Save.


You will be prompted to set the previous version to "Superseded". Click Yes:


Notice the new report is added and automatically incremented the version number:


Step 1: Begin by opening the Report Library and right click on the report you wish to edit. Hover the cursor over Selected Link and you can view the sub menu:


Step 2: Click the Edit option:


Step 3: The Link Details Window appears where you can change the details. Update the description and click Save:


Notice the details of the version have been updated: