Creating a refreshable Excel report from a SmartList

The ability to create new SmartList objects using SmartList Designer is an invaluable one. The one drawback of this type of SmartList is that they can be very slow to run; one way of getting a faster version of the report is to create a refreshable Excel report from the SmartList.

Getting ready

Before a refreshable Excel report can be created, the Excel Reports need to be configured in Reporting Tools Setup:

1. Create or select a file location. For our example, ensure that the location C:\XLReports exists.
2. Select Administration from the Navigation pane on the left. On the Administration area page, select Reporting Tools Setup under Setup. Enter the system password if prompted.
3. Select the Excel Reports tab, set a location of network share and enter C:\XLReports in the Reports Directory field:
   
4. Click OK and close the window.

How to do it…

To create a refreshable Excel report from a SmartList, follow these steps:

1. Select Administration in the Navigation...