❖ XLReporting
IntroductionNavigationUseful tipsGet startedTutorial videosTerminologyRelease notes
DashboardMain menuRun reportsRun modelsImport dataEdit data
ReportsModelsImportsData setsConnectorsFunctions
ProfileUsersUser rolesMenu groupsClients
Using ExcelIntegrationConnectorsBest practicesExpert tasksScripts
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In this article:
Start | Run | Define | Select | Manage | Expert | Finance

Get Started

Below is a step-by-step guide to explore XLReporting.

The basics

  • Introduction
  • Basic navigation
  • Use your trial

How to run

  • Reports
  • Models
  • Imports
  • Edit data

How to define

  • Reports
  • Models
  • Imports
  • Data sets

Select and filter data

  • Select data
  • User selections
  • Filter data

How to manage

  • users
  • User roles
  • Menu groups

Expert tasks

  • Transpose data
  • Convert data
  • Lookup data
  • Link data
  • Move data
  • Replace data
  • Repeat data
  • Using Excel

Common tasks

  • Cost centers or business units
  • Chart of Accounts mapping
  • Currency translation
  • Financial periods
  • Variance analysis
Recommended reading:
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