Run

General

Introduction
Meet XLReporting
How to navigate
Useful tips
How to use data
Manage your profile
Numbers and dates

Dashboard

About dashboards
Create a dashboard

Run reports

Run a report
Change report layout

Run models

Run a model
Run a planning model

Import and edit data

Run an import
Edit data manually
Export and import data

Define

Define reports

Define reports
Define report fields
Convert data in reports
Calculate in reports
Select data in reports
User selections in reports
Calculate period amounts
Define report layout
Create a new report

Define models

Define models
Define planning models
Define queries in models
Create a new model

Define imports

Define imports
Map data in imports
Convert data in imports
Select data in imports
User selections in imports
Transpose data in imports
Lookup data in imports
Create a new import

Define data sets

Define data sets
Export and import data
Edit data manually
Create a new data set

Manage

Profile and tenant

Manage your profile
Manage your tenant
Numbers and dates

Users

Manage users
Create a new user
Review user roles

User roles

Manage user roles
Create a new user role
Review user roles

Menu groups

Manage menu groups
Create a new menu group

Review

Review defined objects