This report brings the standard Revenue Report template directly into the web.

Quickly review key figures by quarter, collaborate with your team in real time, and use it as a reference for reporting. If you don’t have an Excel file, use the provided sample file to get started right away.

 Step 1. Prepare your Excel file

1. • Download the sample Excel file from the Learning Experience Samples.
     

Step 2. Convert Excel to web

• • Next, let's convert the Excel file into a web report.

  • From the EPA main screen, go to [Menu] > [Tool] and launch i-AUD Designer window.
    
    
    

• Drag and drop your downloaded Excel file into the i-AUD Designer window.

• The Excel report now appears in the web view, preserving the original layout.
  
  

Step 3. Adjust the report layout

1. • Ensure the report automatically resizes to fit the web browser window.

   • In the Properties pane on the right, check Docking: Left, Top, Right, Bottom.

     

Step 4. Save your report

1. • Save the completed report to My Folder. 

1. • From the EPA main screen, go to [Menu] > [Individual] in the left-hand sidebar.

   • Click the Search(Magnifying glass icon) to refresh the report list and confirm your saved report.