To create the report, open Excel and create your customized template.

Adding Data Tags to the Template

You will then need to add in the data tags to link the data captured into your report.

The data tags are the names of the fields from the iQapture. These fields are shown along the left side of the page.

For example, any data that is entered in response to ‘Invoice Number’ will display on the report where ‘Invoice Number’ is tagged.

Uploading the Template

Save the Excel template and upload it to Analyse.

An Excel icon will then appear to let you know it has successfully uploaded.

Viewing the Published Report

Go back to Analyse and select the report you have just created.

You will then see each captured record that has been made against that iQapture.

Each record is taken from the Capture section.

Clicking on a record will download the information from the Capture into your customized Excel report.

Your report will then open with the linked data in each field.