How to navigate

XLReporting is web-based, and runs in your browser on any desktop, tablet, or mobile. You don't need to download or install anything. You only need an internet connection and a modern web browser with Javascript enabled.

You can also watch the tutorial video.

All pages in XLReporting have the same structure:

1 The menu is on the left

The left panel is your main navigation tool, with these main options:

• Favorites - directly access your favorites (only visible when defined)
• Dashboard - view and create your dashboards (only visible when defined)
• Your menu - create your own menu navigation to run reports and models, and import data
• Define - create data sets, imports, reports, and models
• Manage - manage your profile, your company details, subscription plan, and your users
• Support - use our online help center, or contact us
• Log out - disconnect your session

Within each menu option, you will see a list of items (for example, reports) that you can select from.

You can collapse (minimize) the menu by clicking on ☰ XLReporting in the left-top. Clicking again will restore it to the way it was. We have a separate page that explains how to use the menu.

2 The data is in the center

Once you have selected a menu item (for example, a report), it is shown in the center of the page.

You can expand the content area by clicking on ☰ XLReporting in the left-top: this will minimize the menu area and maximize the report area. Clicking again will restore it to the way it was.

XLReporting has various features across all pages, which are useful when working with data.

3 All actions are in the right-top

In the right-top of the screen you'll see buttons, which enable you to do the following:

• Get Started - start a guided tour that takes you through the important fields on every page.
• Change - change to another XLReporting tenant (only visible if you have access to multiple tenants).
• Profile - change your user profile and tenant information.
• Help - open the relevant article in our Help Center.
• Save - save the changes you have just made.
• Actions - open a dropdown menu with options that are available at any given time, such as deleting an item, creating a new item, download to Excel etc.

Using keyboard hotkeys

Across the entire application, you can use keyboard hotkeys as an alternative to mouse navigation:

• Ctrl+R = Run (Run reports, models, and imports)
• Ctrl+S = Save
• Ctrl+A = Actions menu
• Ctrl+N = New (Define your own objects)
• Ctrl+F = Find (Run reports and models)
• Ctrl+D = Define (Define reports and models)
• Ctrl+W = VieW (Define models)
• Ctrl+X = XLReporting logo (Collapse or expand the menu panel)
• Ctrl+Z = Zoom your screen
• Ctrl+T = Change active Tenant
• Ctrl+U = Manage your User profile
• Ctrl+H = Open Help screen
• Ctrl+C = Copy to clipboard
• Ctrl+V = Paste from clipboard
• Enter   = confirm inside a popup window
• Esc      = escape from a popup window

Use the tooltips

The top of every window has a i tooltip symbol next to the title, which shows useful instructions when you hover over it. Also, most fields have tooltips which show when you hover over the field.