Analytic (Excel) Reports - Requirements

Overview

The page outlines the prerequisites for using analytic reports within SmartOffice CRM.

Required User Rights

Users must have three specific permissions enabled:

1. Dynamic Reports: This user right is required, because analytic reports are linked to Dynamic Reports.

1. Excel Template Setup: Permits users to create, edit, and remove Excel templates for analytic reports (optional for users only running reports)

1. Run Dynamic Reports with Excel Templates: This user right is required for the user to be able to run analytic reports.

System Requirements

In addition to user rights, individuals need a supported version of Microsoft Excel with reference to SmartOffice system requirements documentation for specific Microsoft Office compatibility details.

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