The FM Portal allows you to customize Excel export reports for your tables and then make them available as Excel exports directly from the table. The file names of Excel exports include the time of the export so that multiple exports on a single day can be clearly distinguished in the download folder.
Prerequisite
You have administrative rights
Procedure in the FM Portal
Path to the starting point: The list for which you want to create an Excel export report
Customize the list according to your preferences.
Example: For the Contracts list, you want to generate an Excel export report for all active contracts. The Contracts list is opened. A column filter is set to Contract Status = Active. Additionally, some columns are hidden and the remaining columns are rearranged.
In the toolbar, under Export, click Create Excel Export Report
In the following form, enter a code for the report. In the "Description" field, enter the name of the report, which will also be used to access it later in the table. In the "Content" field, you can enter a more detailed explanation of the report. Click "Save."
To continue editing the report in your FM Portal, click Yes in the following window. The editing window for the Custom Report you just created will open.
In the In Form field, specify whether this report should be accessible via a form in the menu bar under "Reports."
In the "In Main Menu" field, specify where the report can be accessed in the menu. You can enter both nodes and, for example, tables. You will find the report at the end of the list in the menu located below the item you selected.
Under "Form/List," you can select the table to which this Excel export template is assigned. This setting should not be changed if it has been pre-filled.
Set the access permissions for the report in the Authorized Groups section.
Click Save in the toolbar.
First, download the Excel file in the Upload Template File section and customize it according to your needs. (For example, create an additional sheet with a pivot table.)
Open your report dataset under Control Panel - Portal Options - Custom Report Templates.
Delete the stored file in the Upload Template File section.
Then upload the edited Excel file in the Upload Template File section.
Now, in the Authorized Groups section, define the permission groups that should have access to the Excel export report.
Click Save in the toolbar.
The Excel export report has been created and is available to all members of the authorized groups in the table.
Note: In the Excel export report, you can customize a list according to your own specifications (e.g., filter, sort, or hide columns). The Excel export report will then display this configuration. This cannot be modified later. Therefore, if you wish to change the report, you must create a new personalized view and delete the old report. See 📄 Excel-Export-Bericht ersetzen IC2760
