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Report List Wizard window: second tab

Excel > CCH® Tagetik > Report list

Excel > CCH® Tagetik > Design > (Left-hand panel) select form > > Report list

Purpose of the second step

This step allows you to define the forms/ad hoc forms/Excel sheets to be excluded from the Report list.

What it looks like

Element Description
A Form search filters by process and step to which they belong. Group by step: groups forms by step if the process includes several steps.
B List of grouped forms based on the form grouping nodes
C Forms in the Report list

Buttons

Element Description
Refreshes the list of forms.
Adds the form selected in the list to the Report list.
Adds an ad hoc form to the Report list.
Adds an Excel file to the Report list.
Adds an empty sheet to the Report list.
Removes the selected element from the Report list.
/ Moves the element selected in the Report list up or down the list.
Renames the element selected in the Report list.