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
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] > [Tools] 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
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
Save the completed report to My Folder.
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.
