You must run the report before you can export it to the Excel template. How to Export a Report to an Excel Template Vault populates the template with data from the report and saves it as an Excel file with the same file name as the template. Once you have created an Excel template and uploaded to a report in Vault, you can export the report to the Excel template. Open the template’s Actions menu again and click Upload to load the updated template.Make changes to the template file in Excel.Open the existing template’s Actions menu and click Download.To make updates to an existing Excel template: Click Upload and select the template file on your computer.Once you have customized your Excel template, you can upload it back to Vault: When you add a formula to a column in a template, the formula is automatically copied down to all of the cells in the column. =SUM(expense_v.total_vTop:expense_v.total_vBottom) For example, if you have an expense report template with a Total column, you could calculate the sum of the Total column with the following formula: You can use named ranges to create formulas in your template. Named ranges reference the label and top and bottom values of a column using these formats:įor example, in a workflow report with a column called Task Due Date, you would use the following named range in your template: Vault doesn’t recognize column tokens on multiple rows. When using column tokens, be sure to keep them on the same row. You can use column tokens to reference data in your Excel template the same way you use tokens in Vault. You can update the sample template in several ways. You can find the sample template for any report in the Advanced Options section of the report. If you accidentally make unwanted changes to the sample template, you can always download it again. Changing the tokens will prevent Vault from correctly populating the report template. However, you should not change the tokens in the sample template. You can download the sample template and customize it however you like by moving data between tabs, adding custom tabs, renaming columns, and more. Vault updates a report’s sample template each time you make changes to the report. Vault generates the Cover Page tab using tokens similar to those used on a PDF report cover page. The sample includes an Export tab with all of the columns in the report and a Cover Page tab with metadata about your report, like the report name, description, and the date that it was exported. Vault generates a sample Excel template for every report. Once you create a template and upload it to a report in your Vault, other users can use the template to export the report to Excel. You can format Excel templates using all of Excel’s functionality, including pivot tables, macros, formulas, charts, and conditional formatting. You can create report templates in Microsoft Excel and use them to export, analyze, and share Vault reports. Scanning and Creating New Unclassified Documents in Vault MobileĪbout the RIM to Clinical Operations Vault ConnectionĪbout the PromoMats & RIM Vault ConnectionĪbout the Quality to RIM Vault Connection Sharing Documents to Vault from a Mobile Device Using Bulk Document Actions For Sharing Settings Working with Read & Understood Document WorkflowsĪbout the Unmodified Source Rendition FileĪbout Viewable Renditions for Hangul Word ProcessorĪbout Dynamic Access Control for the User ObjectĬhanging Your Profile, Password & Notifications Using Merge Fields for Microsoft Word & ExcelĪccepting & Completing Document Workflow Tasks Using Collaborative Authoring with Microsoft Office Navigating to Destinations in the Document Viewer About the Action Bar and All Actions MenuĪbout Bring Forward Linked Document RelationshipsĪbout Collaborative Authoring with Microsoft OfficeĪbout Version-Specific Document RelationshipsĪdding, Editing & Working with CrossLinksĪuto-Populating Fields in Binder ComponentsĮxporting Binders with the Java Applet (Deprecated)
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