Are there any options to assist with the Excel Report Builder? The Word report builder does not work for my processes. The instructions do not show all of the options and what we can or can not do. I am trying to add in data from different objects, but continue to run into errors. Any help to walk through the process is appreciated.
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Hi Patrick,
Unfortunately, the Excel reports builder is a free add-on, so there are no options for online assistance. The only support available is via the Creatio Community.
The add-on is quite simple and doesn't cover all complex cases. I recommend using an app guide as a list of available features. For example, the app doesn't allow downloading data from different objects in one spreadsheet. You could consider a workaround by developing a data view and downloading this data view like one object using the app.