Create new Excel report template

To create a new Excel report template, give it a name and enter the cycle that it is to be updated under Update. Specify which day this should be done under Day. You have developed the SQL query with the Umantis team; otherwise, you can enter it here. If you want to change any settings in an existing Excel report template, for example the frequency of updates, click the Excel report template that you want to change in the table and make your changes there.

Go here to find out how to set up the web query and other technical information.