Excel Report Builder is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function.
Basically, the Excel Report Builder consists of two parts:
The first part consists of the setup and editing of Excel Evaluations.
The My Excel Report Builder Evaluations part is the part from where users usually execute Excel Evaluations.
Here, each user can arrange and manage a personal list of Excel Evaluations.
For more information, see Execute Evaluations, My Excel Evaluations.
The My Excel Report Builder Evaluations list is also integrated as a Role Center list.
Role Center Integration
Basically, the Excel Report Builder consists of two parts:
