How to move ExcelReportLink to another location (Folder/Computer)

Overview

If you have a new machine (PC) or wish to hand over reporting operations to another person, the first step is to work out where ExcelReportLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder from the new PC and run the ExcelReportLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions.

If located on your local PC then you need to move that copy to your new machine rather than install a new version of ExcelReportLink.

If you do require BudgetLink to be shared with an additional user then move BudgetLink Folder to a folder which can be shared and then provide access to that folder.

Here are the steps to move BudgetLink from one location to another

How to move ExcelReportLink to a new machine or folder

File:MoveExcelReportLinkWelcomeWindow.png

ExcelReportLink welcome dialogue

File:TransferLicenseDialogue.png

Transfer ExcelReportLink License dialogue

File:MoveExcelReportLinkRegistrationKeyDialogue.png

Registration key dialogue

ExcelReportLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move ExcelReportLink to a new location, the main folder must be copied in full to the new location. If moving ExcelReportLink to a new machine or hard drive.

1. Locate the ExcelReportLink Folder to move;
2. Copy and paste the folder to the new location;
3. Enable user access to ExcelReportLink folders;
4. Start ExcelReportLink by clicking the ExcelReportLink.exe file in the ExcelReportLink Folder;

ExcelReportLink should now be useable on the new machine. Be mindful you may need to update your data connection. See Changing how ExcelReportLink connects to your data file for more information.