{"id":112,"date":"2022-06-09T17:48:36","date_gmt":"2022-06-09T17:48:36","guid":{"rendered":"https:\/\/docs.xlreport.com\/docs\/start-here\/xlreport-quick-start-guide\/"},"modified":"2022-06-12T17:22:14","modified_gmt":"2022-06-12T17:22:14","slug":"xlreport-quick-start-guide","status":"publish","type":"docs","link":"https:\/\/docs.xlreport.com\/docs\/start-here\/xlreport-quick-start-guide\/","title":{"rendered":"XLReport &#8211; Quick Start Guide"},"content":{"rendered":"<p>XLReport &#8211; Microsoft Excel add-on to easily connect to almost any data source and produce live and real-time report outputs.<\/p>\n<p>Installing the add-on will allow access to <a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/\"><b>Admin<\/b> <\/a>(Designer) users and also to <b><a href=\"https:\/\/docs.xlreport.com\/docs\/viewer-user\/\">Viewer<\/a><\/b> users (end-users).<\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h2>Run XLReport for the first time!<\/h2>\n<p>The Excel menu bar of XLReport behaves differently depending if the user logs in as Admin or Viewer user.<\/p>\n<h3>Watch the Video: &#8220;XLReport Admin user &amp; Viewer user&#8221;<\/h3>\n<p><iframe loading=\"lazy\" class=\"videoclip\" src=\"https:\/\/player.vimeo.com\/video\/271576855\" width=\"624\" height=\"347\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h3>Watch the Introduction Video!<\/h3>\n<div><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/271521344\" width=\"624\" height=\"347\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h2>XLReport Interface<\/h2>\n<h3>Project Explorer<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/docs.xlreport.com\/wp-content\/uploads\/docs-images\/72.png\" \/><\/p>\n<p><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/xlreport-projects\/work-with-xlreport-projects\/\">More&#8230;<\/a><\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h1>XLReport Sample Project<\/h1>\n<p>The XLReport trial version includes a sample Project with a Data Connection to a SQL Server database connected via the Internet.<\/p>\n<p>The sample project includes several Queries which you can edit and use.<\/p>\n<p>You can also add new Queries to the sample Project using that sample database.<\/p>\n<p>And of course you can add unlimited data-sources and build queries as you like and insert it&#8217;s data into Excel.<\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h1>Admin User<\/h1>\n<h2>XLReport Report Server<\/h2>\n<p>The Report Server is the backbone of XLReport and contains and controls the Report Repository (which holds all definitions, configuration, user security, etc.). and the Report Web Server.<\/p>\n<p>When you run XLReport for the first time it will automatically create and install a Report Server &#8211; on a Disk path) with its Repository.<\/p>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/setup\/report-server\/configure-xlreport-report-server-2\/\">Configure XLReport Report Server<\/a> | <a href=\"https:\/\/docs.xlreport.com\/docs\/viewer-user\/connect-to-an-existing-report-server\/\">Connect to an existing Report Server <\/a><\/p>\n<h2>Login as Admin user<\/h2>\n<ul>\n<li value=\"1\">On the Property Panel select an Admin \/ Designer user and enter the password.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.xlreport.com\/wp-content\/uploads\/docs-images\/71.png\" \/><\/p>\n<p>Note! When you run XLReport in trial then you need to select the <span class=\"DoIt\">Admin<\/span> user and no password is required unless you assign one in <a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/user-user-group-security\/users\/\">Users<\/a>.<\/p>\n<p class=\"SeeAlso\"><a class=\"MCXref xref\" href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/user-user-group-security\/user-groups\/\">User Groups<\/a> | <a class=\"MCXref xref\" href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/user-user-group-security\/users\/\">Users<\/a><\/p>\n<h2>Setup the XLReport Report Server<\/h2>\n<p>Learn here how to <a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/setup\/report-server\/\">set up the Report Server<\/a>.<\/p>\n<h2>Work with XLReport Projects<\/h2>\n<p>Organize your XLReport Queries with projects and folders so you can keep related data (ERP, CRM, Financial, Human Resources, etc.) objects together.<\/p>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/xlreport-projects\/\">Learn more&#8230;<\/a><\/p>\n<h2>Connect to your Data Sources<\/h2>\n<p>XLReport connects to all popular databases like MS Access, MS SQL Server, Oracle, MySQL, Informix, DB2, DBase, Firebird, FoxPro, Excel; text files and almost any other database through ODBC and OLEDB.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li value=\"1\">To add a new Data Connection, select &gt;<span class=\"DoIt\">New<\/span>&gt;<span class=\"DoIt\">New Data Connection<\/span> on the menu bar.<\/li>\n<\/ul>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/data-connections\/\">Learn more&#8230;<\/a><\/p>\n<h2>Query your Data<\/h2>\n<p>The visual XLReport Query builder is the core of XLReport and allows to create SQL queries without SQL or code knowledge.<\/p>\n<p>You can create queries from your database objects like tables, views and stored procedures and also from existing XLReport queries.<\/p>\n<p>You can even combine database objects and XLReport queries.<\/p>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/query-your-data\/\">Create a new Query<\/a><\/p>\n<p class=\"SeeAlso\"><a class=\"MCXref xref\" href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/query-your-data\/visual-query-designer-interface\/\">Visual Query Designer Interface<\/a><\/p>\n<h2>Insert Data into Excel<\/h2>\n<p>The main purpose of XLReport is to easily create Queries and insert its data into Excel either as static or live real-time connected data.<\/p>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/insert-query-data-into-excel\/\">Insert Data into Excel<\/a><\/p>\n<hr align=\"center\" size=\"0\" width=\"100%\" \/>\n<h1>Viewer User<\/h1>\n<p>The Viewer use (end-user) can consume queries by adding their data into Excel data sheets.<\/p>\n<ul>\n<li value=\"1\">On the Property Panel select an Viewer user and enter the password to login as Viewer User.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.xlreport.com\/wp-content\/uploads\/docs-images\/58.png\" \/><\/p>\n<p class=\"note\">Note! When you run XLReport in trial then you need to select the Viewer user and no password is required unless you assign one in <a href=\"https:\/\/docs.xlreport.com\/docs\/viewer-user\/\">Users<\/a>.<\/p>\n<h2>Insert Data into Excel<\/h2>\n<p>The main purpose of XLReport is to easily create Queries and insert its data into Excel either as static or live real-time connected data.<\/p>\n<p class=\"SeeAlso\"><a href=\"https:\/\/docs.xlreport.com\/docs\/admin-user\/insert-query-data-into-excel\/\">Insert Data into Excel<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"featured_media":0,"parent":105,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/112"}],"collection":[{"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/comments?post=112"}],"version-history":[{"count":7,"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/112\/revisions"}],"predecessor-version":[{"id":392,"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/112\/revisions\/392"}],"up":[{"embeddable":true,"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/105"}],"next":[{"title":"Setup XLReport","link":"https:\/\/docs.xlreport.com\/docs\/start-here\/setup-xlreport\/","href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/114"}],"prev":[{"title":"Thanks for installing XLReport","link":"https:\/\/docs.xlreport.com\/docs\/start-here\/thanks-for-installing-xlreport\/","href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/docs\/109"}],"wp:attachment":[{"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/media?parent=112"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.xlreport.com\/wp-json\/wp\/v2\/doc_tag?post=112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}