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  5. Work with XLReport Projects

Work with XLReport Projects

Organize your XLReport Queries with projects and folders so you can keep related data (ERP, CRM, Financial, Human Resources, etc.) objects together.

Create a new Project

  • To create a new Project click >New>New Project on the menu bar.

  • Assign a Project name and click Create.

The Data Connection window opens.

  • Select a Data Connection Type.

Note! You can also define the Data Connection later.

The new Project is now accessible from the Project Explorer.

Edit Project Properties

  • Select the Project in the Project Explorer, right click and select Properties.



User Privileges

Delete a Project

  • Right click the Project you want to delete in the Project Explorer, select Delete.

The Project will be placed into the Recycle Bin.