Swinerton Custom Report: How to Set Up/Configure Configuring Your Workspace In Beck Destini Launch Beck Destini. Open any estimate to activate the full ribbon. Navigate to Home > Preferences. Change the Custom Reports path to reflect Z:\Reports\Templates. Navigate to Home > Reports to confirm that the list of custom exports is now available. Select any of the available exports above to launch MS Excel. In MS Excel The first time you launch MS Excel in the hosted environment, you will need to enter your MS Office credentials. Once MS Excel has been authenticated, you will need to instruct MS Excel to enable use of any custom Beck Destini exports as follows: Navigate to the File tab Navigate to the Options (bottom left corner) Navigate to the Trust Center Click on [Trust Center Settings…]. Navigate to Trusted Locations and select the option to Allow Trusted Locations on my network. Click on Add new location. Browse to the location Z:\Reports\Templates. Click [OK] to accept the new trusted location. Click [OK] when returned to the Trust Center window. Click [OK] when returned to the Excel Options window. At this point, close MS Excel to complete the configuration.
