Adding Excel Report Templates to Accolade

For an Excel report to be viewable in the Charts & Reports page or in projects within Accolade, an Administrator or Process Designer must add the report to Accolade.

To add an Excel report to Accolade:

Note: You must have a report template with the type Spreadsheet Report saved in the Template Library prior to adding an Excel report using the instructions below.

From the System menu, select Content Sources > Charts & Reports Manager.

To narrow the list, search by the report name or category.

Do one of the following:

To add a new report - Click Add New and select MS Excel Report from the drop-down list.
To edit an existing report - Click the name of the report to open it for editing.

Complete the following information to identify and describe the report:

Required fields display with red text and an asterisk * if the field is empty.

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the report.
System Name	Enter a unique, shorter name that identifies the report in queries, reporting views, field codes, and other places in Accolade. The name must be unique among reports, and can contain only letters (English alphabet), numbers, and the underscore.
Description	Enter a description of the purpose or nature of the report. This description helps other users identify the report throughout the system.
Category	Enter or select the group to which this report belongs. More... Use categories to organize like reports together. For example, if there is a large number of financial reports, a Project Manager can use a category selection to locate only financial reports. Leave this field blank to add to the Default category. To define a new category, select New Category and enter the category name. To delete a category, remove every item from the category. Empty categories are deleted automatically.
Query	If the report is created using the Accolade query infrastructure, select up to five queries to create tables in the report. Each query copies its data to the indicated Excel worksheet.
Configuration Access Groups	Select the access groups to which the report belongs. Process Designers with matching permissions will be able to edit and view the report. The access groups displayed are based on the current user's access group permissions and the access groups the report belongs to.
Process Model Usage	Click the Process Model Usage button to see a list of process models that the MS Excel report is associated with. The list includes all process models the report is included in, as well as links to the process model's component tree pages you have Edit access to.
Active In	Select where the report is available within Accolade. Charts & Reports - Displays the report on the Charts & Reports page. Clicking this check box places the report in the Shared Charts & Reports section of the Charts & Reports page. If unchecked, the report will only be available to the assigned owners in their My Charts & Reports section. Projects - Displays the report within a project. Clicking this check box will make the report available for association with a process model. If the report is not ready for viewing, clear all the check boxes.
Template	Select the file from the Template Library that serves as the basis for the report.
Roles	Select the system user roles that have access to view the report. Users with one or more matching user roles and either Refresh Workbook Data or All Reporting Rights will be able to view the report on the Charts & Reports page, as well as select to receive the report through an email if the report is available for notifications.

Click Create to create a new report or Apply to save changes to an existing report.

Notes:

To delete an Excel report, display the report from the Charts & Reports page, click to display the report settings, and click Delete at the bottom of the page. Only the report owner, users assigned as owners with All Reporting Rights, and Process Designers with All Reporting Rights can delete the report. Deleting a report does not delete the query or the file in the Template Library on which the report is based. To remove a report from view but keep its definition for use later, clear the selections in the Active in field.
Categories created for queries, HTML reports, or MS Excel reports are saved in common and apply to all three. To remove a category from the list, ensure that no queries, HTML reports, or MS Excel reports are assigned to the category.

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