Difference between revisions of "Installing ExcelReportLink"
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# Leave the '''When done unzipping open:''' check box selected | # Leave the '''When done unzipping open:''' check box selected | ||
# Click '''Unzip'''. An unzipped successfully message should appear when done; | # Click '''Unzip'''. An unzipped successfully message should appear when done; | ||
# Click '''OK''' to acknowledge the files have unzipped sucessfully. The Welcome to ExcelReportLink window should display; | # Click '''OK''' to acknowledge the files have unzipped sucessfully. The '''Welcome to ExcelReportLink...''' window should display; | ||
# Click the '''Getting Started Guide''' for additional help | # Click the '''Getting Started Guide''' for additional help | ||
# Read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''. | # Read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''. | ||
Revision as of 21:00, 24 January 2019
Overview
To install ExcelReportLink, follow these instructions
How to Install ExcelReportLink
- Download ExcelReportLink
- To start the WinZip self extractor, click Install_ExcelReportLink...exe. It may be located at the bottom of your Browser;
- Choose Run. The Winzip Self Extractor - Install_ExcelReportLink...exe form will appear;
- At the Unzip to folder, choose a temporary folder to unzip the installer. If not sure use the default;
- Leave the When done unzipping open: check box selected
- Click Unzip. An unzipped successfully message should appear when done;
- Click OK to acknowledge the files have unzipped sucessfully. The Welcome to ExcelReportLink... window should display;
- Click the Getting Started Guide for additional help
- Read the User License Agreement and tick the checkbox if you accept them, then click Next.
- If you already have a version of ExcelReportLink installed and you wish to upgrade to the latest version then click Upgrade... and then click Next
- If the first installation then click New Installation and then click Next
Upgrade
- By default the path of the latest version will display. If you wish to upgrade another version, click Select and browse for it. If unsure use the default
- Leave the New Installation path unless your an advanced user. If you need to move it you can do that after the upgrade
- Select any custom reports you use to transfer to the new installation and then click OK
- Reports will be opened, upgraded and transferred to the new installation. In Installation Upgrade Complete dialog click OK
- In the Upgrade Progress form click Close
- Click Start
- Click the Getting Started Guide and follow the instructions to complete the installation or go back to continue the upgrade instructions.
New Installation
- When you start ExcelReportLink for the first time, you may need to enable macros in order for ExcelReportLink to start fully;
- ExcelReportLink will open in a new session in Excel and the ExcelReportLink Menu will appear.
- Once macros are enabled, you will be prompted to create a shortcut. Click Yes to do so;
- The Welcome to ExcelReportLink Form will display;
- Click the Getting Started Guide and follow the instructions to complete the installation or go back to continue the upgrade instructions.