At Slideform, we're working hard to put your reporting on auto-pilot. New features include pulling data into Excel and Google Sheets, saving reports to OneDrive & Sharepoint, generating a batch of decks at once, scheduling reports, and setting a custom date range. Read on for all the details.
Slideform integrates BI platforms with the office tools you use for reporting. Now you can use Slideform to automatically pull data from any element in your dashboard (such as a table, chart, or scorecard) and export the data to a spreadsheet. This is especially helpful for data backups or when you need to do further analysis and refinement of the data in an easy-to-use spreadsheet format.
Supported dashboard tools include Tableau, Power BI, Looker, Looker Studio, Airtable, & Domo, and you can send the data to Excel or Google Sheets.
Find more information for specific platforms below:
We now support MS OneDrive and Sharepoint! Save your reports to a shared directory in Google Drive or OneDrive for easy collaboration and sharing with colleagues.
We've improved our bulk reporting capability! Now if you have several client reports to run at once, you can use Slideform to switch between client filter values on your dashboard automatically.
This tutorial shows how to generate a batch of presentations from a dashboard. Each presentation version has a different filter value applied on the dashboard.
If you don't want to log into Slideform to generate a report, now you can set a schedule to automatically generate the report. Slideform can send the report to a Google Drive or OneDrive directory and even send you a notification when it is ready. Recurring reporting just couldn't be simpler!
Learn more in our Help Center: How to set a schedule for recurring presentations
Setting the date range filters on your dashboard before importing data can be a hassle. Now, Slideform allows you to set the date range to a pre-set value, such as "Last 30 Days", or a custom date range of your choice, from inside Slideform. You don't need to log into the dashboard at all to get the data you want.
Get a step-by-step guide to date ranges and filters here: How to set dates and filters for a dashboard