Swinerton Custom Report: How to Set Up/Configure
Modified on: Wed, Nov 8 2023 7:01 AMConfiguring 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.