--- title: Create and Download Reports in Infoveave description: Generate and download detailed reports in Infoveave with custom date range and dimension filters. --- import { Steps, Aside } from '@astrojs/starlight/components'; import { MediaPlayerComponent } from "../../../../../components/video-player"; import RunScript from "../../../../../components/RunScript.astro"; # Reports In Infoveave, a report is a structured document that presents data and insights in a formatted manner. It provides a concise summary of data analysis. It often includes visualizations such as charts and tables. Reports in Infoveave help you communicate data-driven insights effectively. They support informed decision-making processes. Using Infoveave, you can create Excel template reports or PowerPoint template reports. Template reports are pre-designed frameworks that you use to generate structured reports. They integrate with tools like PowerPoint or Excel. This allows you to create visually engaging documents that align with your organizational standards. By leveraging Infoveave’s powerful report generation features, you can automate reporting. You can refresh data dynamically. You can also schedule reports for regular updates. You can download reports for analysis and embed them into templates for documentation. Infoveave also allows you to create SQL query reports for customised reporting and analysis. ## Creating Reports Easily create customized reports in Infoveave using SQL queries or MS Office templates. This enables smooth collaboration and helps you gain data-driven insights. Infoveave supports the following options for report generation. * Template reports * Query reports ## Template Reports Reports and click New Report. Give your report a name, upload the PowerPoint file you just prepared, and click Save."}, { "start": 92, "end": 120, "text":"Download the Final Report", "description" : "To generate the final report with live data, find your uploaded template and click the Download icon. In the pop-up window, set your desired date range and apply any necessary filters, then click Download Report." }, { "start": 120, "end": 139, "text": "Review the Updated Report", "description" : "Open the newly downloaded PowerPoint file. You will see that the charts and data have been automatically updated based on the date range and filters you selected during the download process."}, ]} poster="/images/introduction-poster.png" posterText="Create Excel Report Using Infoveave Plugin" client:load /> Template Reports are pre-designed frameworks used to generate structured reports. They often integrate with tools like PowerPoint or Excel, allowing to create visually engaging documents that align with organizational standards. You can use the Infoveave Add-in for MS Office to simplify the process of creating template reports. ### Installing the Infoveave Plugin ![Get Infoveave Add-ins](/images/Insights/Reports/Get-Infoveave-Add-ins-1.png) Enable the Infoveave Add-in in Microsoft Office tools like Word, PowerPoint or Excel. This allows you to connect directly with the Infoveave platform for seamless reporting. 1. To install the Infoveave plugin in your MS Office tools, open Microsoft Word, PowerPoint or Excel. Click **Add-ins** to open the Office Add-ins window. 2. In the Store tab, type **Infoveave** and click **Add** to install the Infoveave Add-in. 3. The Infoveave plugin is now available under the **Insert** option in your MS Office tool. ### Connecting with Infoveave ![Import Infoveave Widgets](/images/Insights/Reports/Import-Infoveave-Widgets.png) Access the Infoveave plugin. Securely authenticate and connect with Infoveave to establish a secure connection between your MS Office tools and your Infoveave account. 1. Click on the installed Infoveave plugin under the **Insert** option in your MS Office tool. This action opens the Infoveave login form on the right side of the screen. 2. In the **Infoveave Instance** field, enter your Infoveave instance. Your Infoveave instance will be “YourName.infoveave.net,” where “YourName” represents the client. 3. Enter your **Username** or **Email** in the corresponding field. 4. Enter your **Password** in the appropriate field. 5. Click the **Login** button to log in to your Infoveave account. ![Insert-Options](/images/Insights/Reports/Insert-an-Infoboard.png) 6. After logging in, you will see the options **Insert Infoboard**, **Insert Widget**, and **Insert Data**. Choose the option that matches your requirement. ### Inserting Infoboards and Widgets into Reports ![Insert an Infoboard](/images/Insights/Reports/Insert-an-widget.png) Easily insert an entire Infoboard or individual widgets into your report. Choose from a list of available options. Customize based on dimensions and date ranges to enhance the visual appeal of your report with complete insights. 1. To insert an Infoboard into your report, select the **Insert Infoboard** option. 2. Use the search bar to find the Infoboard from the available list. 3. After selecting the Infoboard, set dimensions and date range for preview. * Select a specific **Date Range** for the Infoboard. * The date range allows you to access the report relative to a specific date. 4. Click the **Insert Image** button to add the Infoboard to your report. 5. To insert a widget into your report, select the **Insert Widget** option. 6. Use the search bar to find the widget from the available list. 7. After selecting the widget, set dimensions and date range for preview. * Adjust the **Width** of the widget. * Modify the **Height** of the widget. * Select a specific **Date Range** for the widget. 8. Click the **Insert Image** button to add the widget to your report. ![Insert Widget](/images/Insights/Reports/Insert-Widget-1.png) 9. Save your detailed report with a report name for easy identification. ### Inserting Data Reports ![Data Report](/images/Insights/Reports/Data-Report.png) Easily create data reports in Microsoft Excel to link with an Infoboard or to share with your team. Customize the data report templates to match your theme and improve the visual appeal of your report with complete insights. 1. To insert a data report, select the **Insert Data** option. 2. Use the search bar to find the SQL query from the available list that you want to convert into a data report. 3. After selecting the query, set the date range for preview. Select a specific **Date Range** for the Infoboard. 4. Click the **Insert as table** button to add the data report to Microsoft Excel. You can choose between the **Insert as Range** or **Insert as Data** option. ### Uploading Reports to Infoveave Upload your template report back to Infoveave for easy sharing. This enables seamless collaboration and provides quick access to the analyzed data report within the platform. 1. To upload the report to Infoveave, navigate to **Studio** **Reports**. ![New Report](/images/Insights/Reports/New-Report.png) 2. Click on **New Report**. This opens the upload report dialog box. 3. Give a name to your report. 4. Choose the report from your local storage location using the file picker dialog. Supported file extensions are .xlsx, .xlsm, .docx, and .pptx. 5. Click **Save** to store the report in Infoveave. * The new report will be visible in **Studio** **Reports**. * You can download or share the report from this section. ## SQL Query Reports SQL query reports in Infoveave offer a powerful way to access and analyze data from various Datasources using customized SQL queries. These reports allow you to retrieve specific datasets based on your unique requirements. 1. To create an SQL query report, go to **Studio** **Queries**. All queries you create or that are shared with you are displayed under **My Query** and **Shared Query**. 2. To create a new query, click on **New Query**. 3. In the SQL query editor, write and save your SQL query. 4. Navigate back to **Studio** **Queries**. ![SQL Query Report](/images/Insights/Reports/SQL-Query-Report.png) 5. Click on **Show as report** on the required query to generate a report based on that query. 6. Go to **Studio** **Report** to view and access the generated report. 7. To remove an SQL query report, click on the **Show as Report** option again. 8. You may download or share your report from **My Reports**. ## Managing Reports To learn more about managing reports, visit [Managing Reports](/studio-v8/reports/manage-reports). ## Downloading Reports In Infoveave, you can generate reports for a detailed analysis of any of your Datasources. Infoveave allows you to create custom reports based on specific date periods or filters. You can share the generated reports with any target audience within or outside your company using e-mail. * **Template Reports** Create reports using Microsoft Excel, Microsoft Word and Microsoft PowerPoint templates. * **Query Reports** Build reports using SQL queries to extract specific data. * You can also download reports from **Studio** **Reports**. ### Downloading Report from Insights To download a report from Infoveave Insights with specific date range and dimension filters, follow these steps. 1. Click on the **Insights** section in the Infoveave menu. 2. Click on the desired report from the available list. ![Download Report](/images/Insights/Reports/Download-Report-2.png) ### Applying Date Filters To apply a date range filter, select either the Start Date or End Date. **Start Date** includes data from the beginning of the selected date range. **End Date** includes data up to the end of the selected date range. ![Download Report Date-Picker](/images/Insights/Reports/Download-Report-Date-Picker.png) 3. Click on **+ Add Filter** to apply dimension filters to the report, if needed. * Select the specific dimensions you want to filter by. * After selecting the dimension, choose a conditional filter from the available options. * To access the conditional filters, click on the word “are”. ![Conditional Filtering](/images/Insights/Reports/Conditional-Filtering.png) 4. Choose the desired report format. Select PDF or Excel (default) using the checkbox. 5. Select any additional options if required. **Remove Hidden Sheets** removes the Infoveave configuration sheet before downloading the report. 6. Click on the **Download Report** button to download the report.