Personalized Statistics - Excel Templates
  • 18 Apr 2024
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Personalized Statistics - Excel Templates

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Article summary

This article describes how to make a personalized statistics - Excel Template.

-> Start -> Statistics -> Statistics

Select a statistic you want to personalize and click on "Export to Excel".Open this document and delete the data. We do not need the data, because it is only for formatting the file.

You can add a logo, picture, change the font and colors of the columns, if you like.

Save this document with the extension .xltx

Go to -> Administration -> Excel templates

Add a new Excel template with the green "+" symbol.

Fill in the description and upload the template file by clicking on "Bestand kiezen" (This text is a translation issue, which will be fixed)

Click on the "Save" icon.

When you go back to -> Start -> Statistics -> Statistics, you can select this Excel tempate on tab "Excel".

 If we now click on "Export to Excel", we can see the template with the layout changes.. See also image below.

It can also be useful to create a filter template. If the filter template is chosen, each time after clicking "Export to Excel" this personalized Excel tempate will be shown.

You can also create a column selection, so you only see the selected columns in the excel file. Please see also guide Filters and Column Templates

 


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