In this article:
Types of objects

Create new objects

You can create new objects via two different routes:

  • By clicking on Actions - Create new in any existing object. This also enables you to copy existing objects.
  • Via Define - New. This is the default route to create new objects from scratch:

screenshot define new objects

Types of objects

Let's take a look again at the overall process within XLReporting:

process overview introduction

A fully defined account in XLReporting consists of the following objects:

  • Data sets - configurable objects that store your data (think of them as Excel worksheets, or database tables, or tabular lists)..
  • Imports - configurable objects that ensure data from other systems or files can be repeatedly and consistently converted and imported into data sets in XLReporting.
  • Reports - configurable objects that define how information from your data sets will be combined and presented into reports and charts.
  • Models - configurable objects that combine data queries with spreadsheet-like templates, enabling you to build advanced reporting and interactive planning models.
  • Users - define the users in your team.
  • User roles - define user roles and set the access to all program features, objects, and data in XLReporting.
  • Groups - define logical groups to ensure that menus and selection lists are easy to navigate.

Everything in XLReporting is configurable. This gives you maximum flexibility to adapt it to your requirements.

Recommended reading:
Back to top | Best practices | Data sets | Imports | Reports | Models