DocumentationAnalyticsTools Guide

Upload a workbook

Last update: October 17, 2024
  • Topics:
  • Report Builder

CREATED FOR:

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  • Admin
IMPORTANT
A new and streamlined Report Builder was released on October 16, 2024. It is supported on Mac, Windows, and web browsers.
This Legacy Report Builder add-in version still works. You can convert your legacy workbooks to the new Report Builder.

Upload a Report Builder Excel workbook that you want to share.

The Workbook Library lets you upload a Report Builder Excel workbook that you want to share. You can also download and edit shared workbooks. When migrating from ExcelClient to Report Builder, it is recommended that you download workbooks from the ExcelClient repository and then upload them to the Report Builder repository.

NOTE
Only workbooks with Report Builder requests can be uploaded. Also, you can distribute Report Builder reports to people who do not use Report Builder. (Users are not required to log in to see the data.)
  1. Create and run a request.
  2. After you have saved the report, click Share.
  3. Click Browse to locate the workbook.
  4. In the Description field, type a description, then click Upload.
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