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FileBound Connect - Running reports from MS Excel

When running reports from the administration website, only 200 pages of the report can be exported at once. To circumvent this limitation, reports can be run directly in Excel. The Excel add-in comes with the FileBound Connect install.

Applies to Versions:  7.0 - 8.2

Open a blank Excel workbook 

Select the FileBound section from the top toolbar and select Configure

Click the ellipsis to the right of Server URL. Date Format is optional

Enter you site URL and credentials

Select the Report icon to bring up the Report Pane. 

Fill out the criteria for your report and select Run Report from the bottom. 

If you don't have FileBound Connect installed or don't see the options in Excel, please submit a ticket to MetaSource support.