Create an Excel Report with a Data Connection for Observations

You can create an Excel report with a data connection to the PIM database to report on all observations against a project. Once the report is created, you can update it at any time with the latest data.

To create an Excel report with a data connection:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click the Observations tab.
   If the Observations tab is not visible on the header band, click more to display additional menu items.
3. Click Excel Data, and then choose a location to save the report to.

When you open the Excel report for the first time, you must click Enable Editing if prompted. In addition, each time you open the spreadsheet, you must provide your PIM login details in order to update the spreadsheet with the latest data.

To update the data in the Excel spreadsheet, click Data > Refresh All.