How to navigate in ExcelReportLink

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Overview

Menu

ExcelReportLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run.

How to display a report

To select a report, follow these instructions.

  1. From the menu, click on the name of the report pack you wish to open;
  2. Once the report pack is opened, click on the name of the report to display;
  3. The report will refresh to display data

How to return to the menu from a report

Each report has a little blue back arrow in the upper left corner. Simply click this arrow to return to the menu.

How to automatically hide reports as you navigate through the Menu

By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see How to automatically hide reports as you navigate through the Menu.

How to automatically close reports as you navigate through the Menu

By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see How to automatically close reports as you navigate through the Menu.

How to leave reports open as you navigate through the Menu

By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see How to leave reports open as you navigate through the Menu.

Notes

None.

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