Configuring the Excel Reporting options

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Configuring the Excel Reporting options

The Excel Reporting add-on can be configured for individual workspaces.

To configure the Excel Reporting options:

Before you begin

Verify that the Excel Reporting add-on has been installed. If the module is installed and available, it should appear as Excel Reporting in the Modules folder of the Advanced Settings branch in the workspace configuration tree. If it is missing, consult with a system administrator.

In the Settings view, expand the name of the workspace in which you want to configure the options, expand Advanced Settings, expand Modules, and click Excel Reporting. A page showing the available options appears.
Click options or type values using the descriptions in the following table. To clear a current setting, select the checkbox nearest to the setting that you want to clear. The setting will be cleared when you save your changes.

Note For more information about a particular option, hover the pointer over the help icon or click the option caption to see a brief description of the option.

Excel reporting options
Option	Description
Update document properties from Excel tables	Enables or disables the Excel Reporting add-on for the current workspace. When this option is set to Enabled (Restricted), access is restricted to authorized users only. Grant the Massupdate permission in the Mass operations group of the appropriate roles as described in Creating, editing, and deleting roles. Assign the role to the appropriate users or access groups to grant them permission to access the commands. If the commands are not visible to the users, the users may not be members of the correct access group or the permission may not be granted to their user account.
Enable Formatted Excel Export	Enables or disables the Formatted Export command described in the BlueCielo Project Portal User's Guide.
Number of rows in configuration screen	The number of rows from the beginning of an Excel spreadsheet to show on the mapping configuration page described in the BlueCielo Project Portal User's Guide. The default value is 5.
Enable Templated Mass Edit	Enables or disables mapping templates as described in the BlueCielo Project Portal User's Guide.
Show custom property names in templated edit	Enables or disables showing custom properties when defining mapping templates as described in the BlueCielo Project Portal User's Guide.
Append separator	The character used as the separator when appending values during property imports. By default, a semicolon (;) is used.

Related concepts

About the Excel Reporting add-on