Actionspace has 2 prebuilt report templates for downloading - Overview and Status Report. If you need any custom report, Actionspace administrators can create a new report template and make it available for all users.
To add a custom report template:
Go to / Control Panel.
In the Excel Reports section press Add Report Template.
Enter the name of the new report in the Report Name field. This name will be displayed to all users in the list of available reports.
Click Browse and select the template file to add a report template. It is recommended to prepare the template file in advance. Please see instructions below on how to create a template for custom report.
Press Save. The template you have just created will be added to the Excel Reports list.
To create a custom report template:
The substituted Asdata values will be automatically copied into Status-Report sheet, when the report is generated by user.
Create your custom report (i.e. pivot table, diagram, data processing script) in the new sheet using the Status-Report sheet as a source data. Please feel free to take the Overview sheet of the downloaded template file for example.
Save the file as an Excel Macro-enabled book (.xlsm) or Excel Workbook (.xlsx) and add as a new report template via Actionspace Control Panel.
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Our specialist will email you within an hour to confirm your requirements and schedule a time / date.
Our expert will contact you within one business day to discuss your requirements. If you have extra questions, please feel free to email us at firstname.lastname@example.org.