To work with XLOne Reports in TechnologyOne, you must install the XLOne Designer Excel add-in.
Prerequisite
Before installation, please contact IT Support to request the necessary permissions to install admin-managed add-ins.
How to Install the XLOne Designer Add-In
Open Excel and go to the Home ribbon.
Click the Add-ins button.
In the fly-out menu, select + More Add-ins.
In the Add-ins window, go to the Admin Managed tab.
If XLOne Designer is not listed, click the Refresh button.
Once XLOne Designer appears, click it to add it to Excel.
