Report Builder set up
This article outlines the requirements to use Report Builder for Customer Journey Analytics in Microsoft Excel. And how to install and set up the add-in.
Requirements
Report Builder for Customer Journey Analytics is supported on the following operating systems and Web browsers.
macOS
- macOS Version 10.x or later
- All Excel Versions
Windows
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Windows 10, version 1904 or later
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Excel Version 2106 or later
All Windows desktop Excel users must install Microsoft Edge Webview2 to use the add-in. To install:
- Go to https://developer.microsoft.com/en-us/microsoft-edge/webview2/.
- Select and download the appropriate version of the Evergreen Standalone Installer for your platform.
- Run the installer and follow the installation prompts.
Web Office
- Supports all browsers and versions.
Report Builder Excel add-in
Install the Report Builder Excel add-in to use Report Builder for Customer Journey Analytics. Once you install the Report Builder Excel add-in, you can access Report Builder from within an open Excel workbook.
Download and install the Report Builder Add-in
To download and install the Report Builder Add-in
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Launch Excel and open a new workbook.
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Select Insert > Add-ins > Get Add-ins from the main menu.
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In the Office Add-ins dialog, select the Store tab.
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Search for
Report Builderand select Add. -
In the License terms and privacy policy dialog box, select Continue.
If the Store tab isn’t displayed:
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In Excel, select File > Account > Manage Settings from the main menu.
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Check the box next to Enable optional connected experiences.
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Restart Excel.
If your organization blocks access to the Microsoft Store:
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Reach out to your IT or security team to request approval for the Report Builder add-in. After approval is granted, in the Office Add-ins dialog, select the Admin Managed tab.
After installing the Report Builder add-in, the
