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.
Hi, I installed and didn't get some features mentioned in the manual, for example the "Dependence of case priority on urgency and impact level"...MoreLess
I am using Creatio marketplace add-on for Excel reports https://marketplace.creatio.com/app/excel-reports-builder-creatio. First I tried it using a trial instance and it was working fine. But in a production instance I am not able to upload templates to the reports.
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