Custom Excel Reports (Design & Support)

Custom Excel Reports (Design & Support)

Summary: Leverage Custom Excel Reports when the standard dumps don’t fit; Tristar can assist with design.

Quick answer

Use **Custom Excel Reports** to build tailored spreadsheets; Tristar Support can design reports at an hourly rate.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Reports ▸ Custom Excel Reports**.
    media/custom-excel-reports-01.png

    [Insert screenshot for Step 1]

  2. Provide schema/field requirements; use “Type” to group by customer/server/contact and enable totals.
    media/custom-excel-reports-02.png

    [Insert screenshot for Step 2]

  3. Run the custom design, or contact Tristar for assistance and estimates.
    media/custom-excel-reports-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The resulting Excel file shows the configured fields, grouping tabs, and totals as specified.

Troubleshooting

If you lack schema details, export a related dump first to validate field names and data patterns.

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