Under the 'General' tab, you can configure:

• The name of the workflow (mandatory)
• A description of the workflow (optional)
• The data source to use (mandatory)
• The output file name (mandatory)
• The output type (mandatory)

By selecting 'XLSX' as your output type, the workflow will generate an Excel file that you can open and edit further in TE Reporting's built in Excel editor. This option will also enable the 'Report template' tab.

By selecting 'Widget' the workflow will generate a report that's compatible with TE Reporting's dashboards, and you will be able to select the workflow as a widget on the Dashboard page

<aside> 💡 To read more about creating and editing Dashboards, click here

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