Accessing reports using the Excel API

The Excel API provides programmatic access to your report views from Microsoft Excel. Generate a single report in Excel or create and run a template to place multiple reports into a single Excel notebook.

1. Click Manage > Installations > Excel API, then click Download Excel API Tool.
2. On the login screen, enable the content by following the instructions in the Microsoft Excel Security Warning.
3. Log in to the Excel API and select one of the following options:
   • Run a Single Report. Select a report and date range, then run the report. The output is automatically placed into an Excel worksheet.
   • Create a Multi-Report Template. Define a multi-report Excel workbook. You can select up to 10 reports to include in the workbook.
   • Run a Multi-Report Template. Select any previously defined template, select a date range, and process all reports at the same time. The output is automatically placed into an Excel workbook with each report featured on its own worksheet.