Report Builder toolbar
- Topics:
- Report Builder
CREATED FOR:
- User
- Admin
This Legacy Report Builder add-in version still works. You can convert your legacy workbooks to the new Report Builder.
Information to help you understand the function of the buttons on the Report Builder toolbar.
After you install Report Builder and launch Excel, click Add-Ins.
Sign In: Displays the Login form so that you can sign in with your credentials or as a different user. Also displays your company name after login. See Report Builder Sign-In.
Create: Launches the Request Wizard. If you are not logged in, you are prompted to do so. See Data Requests.
Manage: Launches the Request Manager. You can view status, edit, refresh, delete, and manage all Report Builder data requests embedded in your Excel workbook. You can perform these functions on individual requests or on multiple requests at one time. See Manage Requests.
Refresh: Refreshes the data for all requests embedded in the Excel workbook. See Refresh a Request.
Format: Lets you set conditional formatting to spreadsheet cells. See Specify Conditional Formatting.
Schedule: Lets you schedule reports to send according to the time and file format that you define. See Schedule Report Requests.
Library: Launches the Workbook Library so that you can upload a Report Builder Excel workbook that you want to share. You can also download and edit shared workbooks. See Use the Workbook Library.
Options: Lets you specify whether you want to be prompted for the As Of (Now) date when refreshing requests, and lets you enable logging for troubleshooting purposes. See Options.
Locked/Unlocked: You can protect all requests in a workbook against adding and editing requests by locking the workbook. This enables offline editing of workbooks by pausing all report requests for more efficient editing. See Lock/Unlock Workbooks.
Help: Launches the Report Builder help documentation you are currently looking at.
Analytics
- Analytics Tools Guide
- Analytics Release Notes
- Get started with Adobe Analytics
- Landing page
- Analysis Workspace
- Analysis Workspace overview
- Projects
- Templates
- Components
- Visualizations
- Visualizations overview
- Manage data sources
- Freeform table
- Cohort Table
- Fallout
- Flow
- Area and area stacked
- Bar and bar stacked
- Bullet graph
- Combo chart
- Donut
- Histogram
- Horizontal Bar and Horizontal Bar Stacked
- Key metric summary
- Line
- Map
- Scatterplot
- Section header
- Summary Number and Summary Change
- Text
- Tree map
- Venn
- Panels
- Curate, Share, and Schedule projects
- Attribution
- Journey IQ
- Segment IQ
- Anomaly Detection
- User preferences
- Workspace FAQs
- Report Builder
- Legacy Report Builder
- Legacy Adobe Report Builder help
- Legacy Report Builder setup
- Report Builder toolbar
- Data requests
- Data requests - Request Wizard Step 1
- Create a data request
- Report suites
- Manage segments
- Report types
- Import bookmarked reports and dashboard reportlets
- Date ranges
- Interactive controls
- Layout - Request Wizard Step 2
- Layout overview
- Metrics and dimensions
- Anomaly Detection
- Configure an anomaly detection request
- Format the date
- Format display headers
- Hide or show headers
- Delete output mapping
- Name a request
- Prepend and postpend text to cells
- Configure the custom layout
- Map metrics and dimensions to cells
- Create a microchart
- Filter dimensions
- Manage requests
- Manage requests - definitions
- Diagnostic messages
- Sort ascending or descending
- Protected worksheet elements
- Edit multiple requests
- Edit metrics across multiple requests
- Refresh a request
- Refresh requests for all sheets
- Add dependent requests
- Classification
- Copy requests
- Save a workbook with requests
- Specify conditional formatting
- Offline mode for creating and editing requests
- Report Builder options
- Schedule report requests
- Schedule a workbook
- Scheduled Task Manager
- Workbook Library
- Publish to Power BI with Report Builder 5.5
- Visual Basic macros
- Report Builder troubleshooting
- Report Builder FAQ
- Activity Map
- Adobe Analytics dashboards
- Labs