Overview
Product overview
Excel reports builder for Creatio 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.
Notes:
Excel templates with macros are not supported.
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Setup guide
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).
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
- Fixed display of Reports button on form page of custom sections in Freedom UI.
- Added folders and tags to Excel reports section.
After the update, re-save the actual reports.
Release notes:
- Administration by operation permission is enabled. By default, only System Administrators can create reports.
- Added Freedom page support.
- Added a business process element.
- Removed dependencies to SysSchema and SysProfileData tables, which allows you to bind reports to the package.
- Added format for columns with Date/Time type.
- Fix export column with TimeSpan type.
- Convert to package-solution.
- UI improvements.
- Fixed minor bugs.
Fixed error of template upload
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.