Custom Excel reports in sharepoint?

[bgraves]

We are using Sharepoint to track time spend on certain client projects for a group of employees. However, when you choose the "Export to spreadsheet" action, you get a report that includes EVERYTHING...no matter if you filter by employee or client. No only that, but this report never includes any totals (even if they are included in sharepoint). Is there any way to export ONLY filted clients/employees AND include totals to an excel spreadsheet?

 

[Beowulf005]

What you need to do is create a view with the view filtering clients/employees. Link it to Excel and create the totals. Save the Excel spreedsheet and no matter when you open the Excel sheet it will update the listings from the view you linked it to.

HTH
Brian

 

[bgraves]

Thanks but the view requires that I supply the exact name of the client/employee and I don't want to create 20-30 views just to separate out ONE employee or client. Also, is there a way to INCLUDE (not create manually ) the totals in the Excel spreadsheet?

 

[Beowulf005]

Linking to Excel will not bring over totals. Sounds more like you need to link you list to Access and have forms run the filters for reports.