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Replace Excel export report

FM-Portal

IC2760
FM-Portal

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 then displays this configuration. This configuration cannot be modified later. Therefore, if you want to make changes to the report, you must create a new personalized view and delete the old report

Prerequisite

You have permissions in the Control Panel

Procedure in the FM Portal

Path to the starting point: Control Panel - Portal Options - Custom Report Templates

  1. Open your report record.

  2. Delete the stored file in the Upload Template File section.

  3. Then upload the edited Excel file in the Upload Template File section.

  4. Click Save in the toolbar.

  5. The Excel export report has been created and is available to all members of the authorized groups in the table.

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