Exopen for Excel

Exopen for Excel is Exopen's add-in for Excel. It works in Excel for the web, Windows and Mac. Here you will find the guides for getting started, using the add-in and administering it.

info

Are you using Exopen Report version 6 or Exopen Web Reports (EWR)? Their documentation is under v6 & EWR.

Guides

Getting started. For all users. How to go from no add-in to having it installed and being signed in. Send this guide to new users.

Using Exopen for Excel. For all users. How to open reports, choose selections and drill down into data.

Administrator manual. For administrators:

• Onboard users. For company administrators. How to invite users, manage groups and grant access. Also explains the company administrator and report administrator roles.
• Design, publish and manage reports. For report administrators. How to manage reports and folders, publish workbooks and who has permission.
• Create a start page. For report builders. How to build a shared start page, static or dynamic, and distribute it widely.
• Distribute across the organisation. For IT administrators (Microsoft 365). How to deploy the add-in centrally to the whole organisation via the Microsoft 365 admin center.

Where should I start?

• If you are a new user: start with Getting started.
• If you are onboarding others: read Onboard users.
• If you are an IT administrator: see Distribute across the organisation.
• If you build reports: see Create a start page and Design, publish and manage reports.

Support

Need help? Contact us at support@exopen.se.