Generate reports using Microsoft Excel
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:
- Create a new blank workbook in Microsoft Excel.
- Enable the AP Essentials (formerly ReadSoft Online) Reports add-in from the Office Add-ins button (Insert tab) in Microsoft Excel.
- A new menu for AP Essentials (formerly ReadSoft Online) Reports will appear to the right.
- Type the login information for a AP Essentials (formerly ReadSoft Online) administrator account.
- Select the reports you want to generate and click Generate.
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