Upload Reports

Using the Upload Reports button, you can upload one or multiple reports at once. If you want to further publish report data as Business Views (BVs), make sure to Define Name Ranges before uploading reports to Reports Center.

Upload Reports Using the Reports Center

To upload the reports to Reports Center, perform the following steps:

  1. Navigate to Reporting Intelligence > Reports Center and select Upload Reports. The software displays the modal for uploading reports.

  2. Select any of the following options:

    Figure 1:  Upload Reports modal with options

  3. If you have selected the Single Report option, provide the following details and select Upload:

    • Connection: Select the data source connection to which the report belongs.

    • Company: Select the required company associated with the selected connection.

    • Name: Provide a name for the report you want to upload.

    • Description: Provide a description for the report you want to upload.

    • File(s): Browse and select the required .xlsx file from the file explorer.

  4. If you have selected the Multiple Reports option, provide the following details and select Upload Multiple.

    • Connection: Select the data source connection to which the reports belong.

    • Company: Select the required company associated with the selected connection.

    • File(s): Browse and select a ZIP file containing the Excel reports (.xlsx).

Important:

Multi-upload requirements:

  • The file must be in ZIP format and contain Excel reports (.xlsx) only.

  • Report names will be derived from the file names.

  • Descriptions will be empty by default and can be added after the upload.

Upload Reports Using the Reporting Intelligence Excel add-in

To upload reports to the Reports Center using the Reporting Intelligence Excel add-in, perform the following:

  1. Go to the Reporting Intelligence ribbon and select Upload to Reports Center.

    Figure 2:  Upload option on the Reporting Intelligence ribbon

    The Upload window is displayed.

  2. Provide the following details and click Upload.

    • Report name: Enter a name for the report.

    • Data Source: Specify the connection name as it appears in the Reports Center.

    • Company: Select the company associated with the report.

    • Description (optional): Add an optional description for the report.

    Note: The folder selection option is disabled. Reports uploaded from the Jet Report Excel Add-in are automatically placed in the root folder for Reports.

  3. After the upload is successful, click View Report to open your browser and navigate directly to the Reports page in the Reports Center, where you can see your uploaded report.

Recently Viewed