Screencast: CS Reports in Excel 2007
Ok, I'll admit it! What I am going to show you in today's screencast, works well in earlier versions of Excel as well. But the title looks more cool if I write Excel 2007.
And that's what I am using in the screencast as well.
The topic is admin reports. Although I believe Telligent has done some work to improve the reports in CS, there are still areas that could be improved. I am mainly referring to the Excpetions report. But that's not really a big problem, if for example you have i.e. Excel on your machine.
The Exceptions are stored in the cs_Exceptions table in the DB. Excel can show data from a table or view in a worksheet if you give it some DB Connection info. So in this screencast I'll show you first the options available today in the built in CS Exception Report, and then I'll show you how to setup a report to the same data in Excel, save the file, and make it update with new data everytime you open the Excel file.
Watch the screencast (Flash - opens in a new window)
What I have shown you here works for other data in CS as well, and it doesn't need to be a table. You can build your own view in i.e. SQL Management Studio (or SQL Enterprise Manager), and hook it up to an Excel report.
In Excel you can sort, filter, do calculations, pivot tables, charts and whatnot. And if you save the workbook, you can open a fresh report whenever you need with the data you want.
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