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How do I manage and access my custom reports in DesignXpert?
In the Design Explorer:
- Click on the Reports Panel
- Select User Report Folder or subfolder under it
- Click on the Add Excel Template Based Report button
- Complete the requested information and click on the find file button and select the template name:
- The report name in the selection will reflect the template file name. Once it’s added, it can be renamed by selecting the report, hitting F2, and then renaming it.
NOTE: If you are creating a custom report using the Custom Excel Report Wizard, 'Create menu item' must be checked upon finishing the wizard for the report to show in the User Reports menu.