Installing Report Designer

The first time you a going to use Report Designer, you must install the OneStop Reporting add-on to your Excel application. Make sure your pc meets the technical requirements listed below.

NOTE: You must have administrator rights on your pc to be able to install Report Designer. If you don’t, you must contact your IT department to get help.

 

Technical requirements:

  • Windows 7 or higher (32-bit or 64-bit) or Windows Server 2012 or higher.
  • Microsoft Office Excel 2010 or higher (32 or 64 bit).
  • CPU: Intel/AMD Dual core or better.
  • RAM: 2 GB or higher.

 

Install Report Designer

If you have Excel open, close the application.

  1. In the Portal, go to Live Reporting.
  2. Click on a report and click Edit.

A new window opens in your browser.

3. Click the Download the latest version of OSR Report Designer link.

4. Click Run.

The OSR Report Designer Setup Wizard opens.

5. Click Next.

6. In the Choose a file location dialog box, use the default file location or choose another.

7. Click Install.

The installation is done.

8. Click Close.

9. Back in the portal, go to Live Reporting.

10. Click a report and click Edit.

The report opens til Excel and you now have an extra OneStop Reporting tab.