Calxa

Best Practice for bundles exported to Excel

How do I create a new Bundle of Reports?

How do I identify the underlying criteria for a Report in a Bundle?

How to Export a Report Bundle to Excel, with one tab per report?

Why does the Pie Chart not generate from the Bundle?

When you want to add to an existing Bundle, create the new report first and then SAVE.

How can I add another report to a Bundle?

Copy a Report Bundle

How to update your existing report/s to include a Scenario

Add a Scenario to a Report in a Bundle

Sandra McCarthy

Bundle FAQs

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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