Excelerator - Save Report Definition

Excelerator - Save Report Definition

What is it?

  • Save Excelerator reports that you run frequently (monthly, quarterly, etc.) for easier access.

Who can save Excelerator reports?

  • Form Owners can save Excelerator reports for the forms they own.

How do you save Excelerator definitions?

  • Select “Save Definition” to save the fields you have selected. Be sure to save the definition before generating the report.

  • Any Saved Definitions will appear on the Excelerator dashboard.

  • Rename your Saved Definition for easy identification.
  • To re-run the report, click View.
  • Update the date fields, if needed.
  • Select Update Definition to save any changes.
  • Select Generate Report to run the new report.
  • To delete a definition, click the trashcan icon next to the View button.

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