Excel reports serve as the foundation of Datarails, empowering users to extract valuable insights from their data effortlessly. Datarails offers three distinct methods to generate reports, each tailored to meet your specific needs. In this article, we will walk you through these options and provide guidance on how to make the most of them.

Option A: Utilizing Datarails Templates

If you prefer a quick and hassle-free approach to report creation, Datarails provides a range of pre-designed templates. These templates are crafted to address various reporting requirements and can have you up and running within minutes. Here's how to get started:

1. Access Templates: Begin by locating the "Templates" button in the main header of your Datarails interface.

2. Choose Your Template: Browse through the available templates and select the one that best suits your needs. These templates are designed to be state-of-the-art and cover a wide range of reporting scenarios.

3. Notify Your Customer Success Manager: Once you've selected a template, send a message to your dedicated Customer Success Manager. They will assist you in seamlessly implementing the chosen template into your workflow. Your Customer Success Manager is there to ensure that your report aligns perfectly with your requirements.

This is the ideal choice if you need to generate reports swiftly without the intricacies of designing them from scratch. Datarails' templates are thoughtfully designed to simplify the process while maintaining the quality of your reports.

Option B: Building Reports from Scratch

For users who require complete control over their reports or have unique reporting needs, creating a report from scratch is the way to go. Datarails offers a robust Report Builder tool to help you craft tailored reports with ease. Here's how to proceed:

Learn more about the report builder here

Using this method grants you complete freedom in designing your reports, making it an excellent choice for users with specific requirements or those who prefer a personalized touch.

Option C: Connecting Existing Proprietary Reports to Datarails

If you already have an Excel report template that you want to retain but wish to leverage Datarails' functionality, this option allows you to integrate your existing report seamlessly. Follow these steps to connect your proprietary report to Datarails:

1. Create Required Functions and Formulas: Begin by establishing the necessary functions and formulas within your Excel report. These functions will enable Datarails to interact with your data effectively.
   learn about functions & formulas here
   
   

2. Update Required Cells: Identify the specific cells in your Excel report that need to be updated with matching Datarails formulas. Ensure that these cells are linked appropriately to maintain data integrity.

This option offers flexibility for users who want to leverage their existing Excel reports while benefiting from Datarails' features and capabilities.

Updated November 13, 2023 10:24