How To Add Project Details to the Excel Extension Report

Stephen Evason — Mon, 22 Mar 2021 16:13:35 GMT

Current Revision posted to OpenGround Wiki by Stephen Evason on 3/22/2021 4:13:35 PM

Explanation

When creating an Excel Extension report the project details aren't in any of the tables. How would you add them to the sheet?

Process

Select the cell you wish to make part of the project details.

In this example, it's the project ID. Once you have the cell selected you can go to Insert in the top ribbon. In the drop, down there are project details and within this list, you will find all the relevant fields to add.

The identifier is the project ID so I can click on it and it will add it to the sheet in the cell we have selected. The cell will flash green when its added.