How to Create a Template in SpotlightXL?
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How to Create a Template in SpotlightXL?

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Article summary

  1. In SpotlightXL, navigate to Manage > Office Reports > Setup. Here, you can create a template that acts as a placeholder for each report that will be published and made accessible to users. One template can be used for either an Excel Report, Word Report, or PowerPoint Report. Each template reserves a spot for just one report in the Modeling cloud.
  2. Enter the report name.
  3. Enter the report description.
  4. Click Save.
  5. In the Group field, specify user groups that should have access to this report.
  6. For Access, specify whether user groups should be able to publish or download the report.
  7. Click Save.

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