Excel Reports Builder

Hi,

I saw this in marketplace but could not make the business process add on work (https://marketplace.creatio.com/app/excel-reports-builder-creatio)

Is there anyone here who knows how the process element (generate excel) works?

Guidance is highly appreciated.

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In order to use an Excel report in a process, it needs to:

  1. Must be a [custom report] - not a section report or page report
  2. Have the [Available in process] option checked (this option only shows if it's a custom report type)

Ryan

In order to use an Excel report in a process, it needs to:

  1. Must be a [custom report] - not a section report or page report
  2. Have the [Available in process] option checked (this option only shows if it's a custom report type)

Ryan

Ryan Farley,

Yes that made the process element works. Thank you!
 

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