Analytic (Excel) Reports - Running Analytic Reports

Overview

The page provides guidance on executing analytic reports within SmartOffice CRM. It covers two primary methods for launching these reports.

Method 1: From the Analytic Report List

Users can navigate through Reports > Analytic Reports (Excel) in the SmartOffice side menu to view available reports. The process involves:

• Locating the desired report (filtered by Report Family if needed)
• Clicking the Open Link icon or selecting "Run Excel Template" from the menu
• Setting filter criteria and adjusting the report title in the dialog that appears

Method 2: From the Dynamic Report List

Alternatively, users can access analytic reports by searching for the corresponding Dynamic Report, then selecting "Run Excel Template" from the menu.

Processing and Delivery

The system processes reports exceeding 1,500 rows through the Job Queue. Users receive notifications via the Alert Center when reports are ready. If the report is generated successfully, you have seven days to download the file using the download button in the alert notification.

Output Handling

For SmartOffice templates, users should open the Table of Contents worksheet for instructions. Reports not linked to templates trigger an export dialog for manual Excel file creation.

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