4.333335
4.3 (18 ratings)

Excel reports builder for Creatio

Creatio add-on to export data from Creatio to Excel spreadsheets
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    The "Excel reports builder" add-on extends Creatio data exporting capabilities. With this application, users can easily setup any dataset to be exported from Creatio.

    Use cases:

    To get any kind of aggregation and analytics based on your formatted Excel spreadsheet with formulas and graphs as a template for your report.

    Key features:

    • report based on the data from any object (section, detail, lookup, system view or table)
    • setup and permanently save columns configuration for every report (including aggregated columns and columns from related objects);
    • apply filters to resulting dataset before export.
    • use any Excel file (with formatting, formulas and graphs) as a template for your report.
    Support conditions

    This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.

    Price
    Excel reports builder for Creatio
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.10.3 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Add section to the workplace. Go to "System desigher" > "Workplace setup", select your workplace. Go to "Workplace setup" tab, add "Excel report" section using "+" near the "Section" detail.

    2. Exit and login to Creatio again. To work with section you need have access to the workplace that contains this section.

    3. Create report. Go to "Excel report" section, select "New report". Enter report name, report type and select the Creatio object that contains data for export (for more report setting details please use a Setup guide).

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 2.5
    15 April 2021

    Fixed error of template upload