How to Combine Multiple Reports & Create Professional Looking Reports in Excel or PDF
In this video, I will show you how to use Excel Templates to export multiple reports to Excel (.xslx) or PDF. I will also go over how to then schedule these reports to be automatically sent out as email attachments.
0:00 Introduction
0:36 Step 1 - Add your reports under the Templates tab & export to Excel
1:39 Step 2 - Format your Excel template as Excel template, customize the layout (add a logo etc.). Clear all input data, leave all formatting
4:23 Step 3 - Upload the template into the Sapiens.BI templates tab
5:33 Step 4 - Print or schedule your reports to be sent out via email
If you have any questions, contact the Sapiens.BI team at [email protected]
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