Adding Accolade Online Reporting Content to Templates

Add the content of a report created within Accolade to an existing document or template using a specific named range. When downloading the report, template, or a document version with the report content, the up-to-date Accolade data is included in the file.

A spreadsheet template containing content created within Accolade can also be used as the template for a deliverable or activity. Administrators and Process Designers with the Template Access role can save the file and add it to the Template Library as a Process Document type template instead of as a Report type.

To add content from an online report to an existing spreadsheet file:

1. Note the system name of the report in Accolade.
2. Select the cell within the spreadsheet where the report content should begin.

When the file is downloaded from Accolade, the report contents start at the cell with the named range, and expands to the right and below for the required number of columns and rows to accommodate the data.

Important! Any information in cells to the right of the one with named range could be deleted based on the report's content. Any information below the cell with the named range is pushed to below the report's content.

3. In the Name field for the cell, enter SGM_RG_<RGReportName> and press Enter.

For example, to include a report with the system name ModelsInUse, enter SGM_RG_ModelsInUse as the cell name.

Notes:    Using this function to associate a spreadsheet workbook with report content to a project does not display project level data.