Create a spreadsheet report feed

For basic reports and model accuracy reports only

Set up spreadsheet feeds using specially formatted Excel spreadsheet templates that you create from regular report templates.

  1. Create the Excel template to populate with the report data.

  2. Create the spreadsheet feed:

    1. In the main menu, click Search > Insights & Reports > Spreadsheet Feeds.

    2. In the toolbar above the data table, click Create.

    3. In the Add Spreadsheet Feed dialog, specify the spreadsheet feed settings.

    4. Click Submit.

    5. (Optional) Once the feed’s Update Status is Finished, click XLSX next to the feed, and then open or save the file according to your browser’s normal procedure.

      note note
      NOTE
      If the report template associated with the feed is later deleted, then the feed is also deleted.

      The spreadsheet feeds are automatically refreshed each day at the configured Schedule Time. If the report template includes addresses for any email recipients, then those addresses receive notifications when the spreadsheet is refreshed.

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