Excel Report Templates
- Creating an Excel report template
- Editing an Excel report template
- Publishing a Excel report template
- Downloading an Excel report template
- Extending Excel data range with attributes / attribute sets
Creating an Excel report template
To create a new Excel report template, first navigate to the menu item “ Reports” -> “Select tests”. Search for the relevant test or the relevant test object for which an Excel report template is to be created. Then click on the corresponding result tile “Feedback”.
This will take you to the detailed feedback analysis and you will see four buttons above it.
Click on the “New Excel report template” button to open a pop-up window in which you can assign a name for the new template. Then click on “Save template & download Excel file”.
After downloading the file, you have the option of switching to the list of Excel report templates. To do this, click on the corresponding button or click on “Close” if you want to remain in the feedback analysis. You can view the list of Excel report templates at any time under “ Reports” -> “Excel report templates”.
If you make any changes, remember to click on the “Save” button at the bottom right.
You can also edit the Excel file locally and then upload it again in IVA using drag & drop.
More information: Editing Excel report templates
Editing an Excel report template
To edit an Excel report template, navigate to the menu item “ Reports” -> “Excel report templates”
You will now see an overview of all Excel report templates in the currently selected division.
Here you can:
- edit and download the template
- change the attributes used
To change the name of the template or upload a template that you have extended, click on the pencil icon under the "Actions" column. A pop-up will then open in which you can make the desired change. If you upload an extended template, it will be used for future Excel reports and filled with data from the respective test. Here you can also delete the template using the "Delete template" button.
You can also edit the Excel file outside of IVA and then upload it again via drag & drop in the editing dialog. When uploading a template, the system checks whether all attributes are already present or whether they still need to be added.
Publishing a Excel report template
You can create and publish templates under “ Reports” -> “Excel report templates”. This allows you and other users to use these templates for faster test analyses in the future.
To publish an Excel report template, click on the “pencil” icon under “Actions”. A new pop-up “Edit Excel report template” opens. Provided that a customized report template has already been uploaded, the template can be released via the “Publish report template” toggle.
The data is then verified in a new pop-up and in the “Check” column you can see whether an entry still needs to be made in the “Data Source” worksheet or whether you should adjust an incorrect attribute in the configuration.
You can save this action and also reverse it later.
Downloading an Excel report template
To download an Excel report template, click on the “Download” icon in the “Actions” column.
A pop-up opens where you can decide whether the template should be filled with sample data from a test. Proceed by clicking on “Download”.
Extending Excel data range with attributes / attribute sets
You can change the data range of a Excel report template under “ Reports” -> “Excel report templates”.
To do this, click on the icon on the far right in the “Actions” column. With this the pop-up “Extend Excel data range with attributes / attribute sets” opens. In the lefthand column, you will see all existing attributes and attribute sets. You can add a set or attribute to your template using drag & drop or double-click. Of course, you can also create a new attribute. In the right-hand column, you can see all the attributes already selected for the template. You can remove these again using the red cross icon.
IVA checks whether the attributes already exist or whether they should be added.