Finally, to distribute your report, you need to create a Task to which you will add your Recipients, your Excel Report and where you will create your E-mail message. Create a new task 1) In the Navigation Pane, select Task. 2) Click on New Task in the New group in the ribbon. The Task [...]
Organize recipients for distribution
To distribute your reports, you need to create your recipients. Each recipient can be associated with an e-mail address and a physical output folder. In this tutorial, we will create a new recipient and associate it with a recipient-specific filter, so that we can distribute only the information we want the recipient to see. [...]
Create a static report
In this tutorial, you will learn how to create a report in Excel using Vizubi ReportBuilder. First of all, you need to create a new project in Vizubi ReportBuilder. Click on the Vizubi icon on the upper left-hand corner of the screen and select New. Give a name to your project and save it. [...]
Analyze your data
Open a panel to use it to filter the data in the report You can quickly filter your report by using panels. To open a panel: (1) Click on the upper part of the Panels button in the Panels group in the ribbon. (2) Double click on Invoices in the Select Panel window. (3) [...]
Create your first report
Learn how to create your first report with this quick tutorial. (1) Click on the bottom part of the Report button. (2) Select Create new report… Choose where to put the report (1) Click on Ok in the Create report pop up. The Customize Report panel automatically opens. Add fields to your [...]
Load your data
This tutorial will quickly show you how to load data into Vizubi. This can be done in two ways: 1) by opening directly Vizubi Studio. 2) by using the Vizubi Tab in Excel. Open the import wizard with Vizubi Studio To open the import wizard from Vizubi Studio: (1) Open Vizubi Studio. Click on the [...]
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