Configure the Connect Excel Reporting Add-In

  1. Open a new, blank workbook in Microsoft Excel.
  2. Click the FileBound tab.

  3. In the Excel Reporting group, click Configure.

  4. Click the button next to the FileBound field.

  5. Enter the login information for your FileBound site, then click OK.

    FileBound URL: The FileBound site URL. Before logging using Excel reporting for the first time, the add-in must be configured to work with a FileBound site.

    User: Your FileBound username.

    Password: Your FileBound password.

  6. Enter the date format for Excel data in the Date Format box.

  7. Click OK.