Reporting with Excel and Power BI
Easily work with your approval data in Microsoft Excel and Power BI. You can create reports, build dashboards, and extract key data - all in a few simple steps.
What You Can Do
- Build detailed reports and dashboards
- Extract and manage key data from your approvals
Step 1: Create a Reporting Connector
Create a Reporting Connector to link your approval runs to Excel and Power BI. Follow the setup instructions here.
Step 2: Choose Your Reporting Tool
After the connector is ready, choose how you want to work with your approval data:
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