Reply To: Convert Saved Excel CE Report to Template?

  • Kylie Kiser

    June 2, 2023 at 10:21 am

    As far as I know, you cannot create an Excel Template from an existing workbook. You have to start by exporting the data and then building the template. That is because the template is based on the Dynamics data. So I suspect your error is because you do not have a tab of Dynamics data with the GUIDs and such. Good luck!

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