After installing FileBound Connect on your computer, the Excel Reporting add-in will be available on the FileBound tab in Microsoft Excel. This add-in gives you the ability to export search and report information directly to an Excel spreadsheet without logging into the FileBound site.
For information about using the search functionality, see Excel Search.
The following reports are available using the Connect Excel Reporting Add-in:
Custom Reports
Note: The add-in will display the custom reports that have been added to a site. In some cases, these reports may not have the minimum requirements to work correctly within the add-in. If a custom report does not appear to work correctly with the add-in, a professional services engagement will be required to modify the custom report for use with the Excel add-in.
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