Report Library Links

Estimated reading time: 9 minutes

Overview

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 Report Link Details Form 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You will be prompted to set the previous version to "Superseded".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:


You can update a report link details via the right-click menu in the Report Library.

Note: Report links in the "MyFavorites" folder are not editable.


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:


The Report Link Details form displays information about the selected report. This form is specific to the selected report link version.


  • Link Name: The name of the report link
  • Sort: The sorting order of the report link (see here for more info)
  • Link Description: A description for the report
  • Link Folder: The folder in which the report resides
  • Status: The current status of the report (see here for more info)
  • Version Name: The name of the version for this report
  • Version Note: A note explaining the version of this report
  • Link Type: The type of this link (see here for more info)
  • Link Path: The path to the source for this report link
  • Documentation Type: The type of documentation for this report link (see here for more info)
  • Documentation Path: The path to the source for this report's documentation
  • Drill Codes: Drill codes enable drilling to this report link (see here for more info)

The reports in the Report Library are called links because the link to a source. As such there are different types of links for a report:


  • Local/Network File: The report source is a file that resides on the user's local or network system
  • Folder Link: A link to a local or network folder (e.g. D:\Users\test\Documents)
  • Website Link: The report source is a website link (i.e. http or https address)
  • Report Library File: The report source is a file that resides inside the Report Library itself


Note: Files that reside in the cloud (e.g. OneDrive, SharePoint, etc.) cannot be saved as a local file or a Report Library file (see here for more info).

You have the option to include documentation for the selected report link. This could be a local file, a link to a specific folder, or a website link: