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Generate reports using Microsoft Excel

Article # 3021122 - Page views: 316

Issue

How to use Excel to create reports for AP Essentials (formerly ReadSoft Online).

 

Solution

The AP Essentials (formerly ReadSoft Online) Reports Add-in for Microsoft Excel allows easily creation of reports from AP Essentials (formerly ReadSoft Online) in Microsoft Excel.

The add-in supports Excel 2016 (desktop), Office 365 and Excel Online. Earlier versions are not supported.
Note that Excel Online cannot open workbooks larger than 5 MB.

Generating reports

To generate reports:

  1. Create a new blank workbook in Microsoft Excel.
    excelapp01.png
  2. Enable the AP Essentials (formerly ReadSoft Online) Reports add-in from the Office Add-ins button (Insert tab) in Microsoft Excel.
    excelapp02.png
    excelapp03.png
  3. A new menu for AP Essentials (formerly ReadSoft Online) Reports will appear to the right.
  4. Type the login information for a AP Essentials (formerly ReadSoft Online) administrator account.
    excelapp04.png
  5. Select the reports you want to generate and click Generate.
    excelapp05.png

The reports available to generate are described in AP Essentials (formerly ReadSoft Online) help: Reports for Microsoft Excel.

 

Level of Complexity 

Moderate

 

Applies to  

Product Version Build Environment Hardware
AP Essentials (formerly ReadSoft Online)        

 

References

Reports for Microsoft Excel
https://docs.readsoftonline.com/help...oft_excel.html

File limitations at Microsoft Office support
https://support.microsoft.com/en-us/...rs=en-us&ad=us

 

 

Article # 3021122
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