Report Builder is an Adobe Analytics Excel plug-in which allows you to build reports (known as ‘requests’) and import data directly into an Excel workbook. This means you can combine Adobe data with Excels powerful formatting and visualisation capabilities.

Schedule regular reports to automatically update and land in your inbox. You can run reports across multiple report suites to compare individual channels or use Excel formulas to amalgamate channels together for a quick overview.

To get report builder installed please read the Report Builder Installation article here.

After you install report builder and launch Excel, click Add-Ins from the main menu.

Sign In: Displays the Login form so that you can log in with your credentials or as a different user. Also displays your company name after login.

Create: Launches the Request Wizard. If you are not logged in, you are prompted to do so.

Manage: Launches the Request Manager. You can view status, edit, refresh, delete, and manage all report builder data requests embedded in your Excel workbook. You can perform these functions on individual requests or on multiple requests at one time.

Refresh: Refreshes the data for all requests embedded in the Excel workbook.

Format: Lets you set conditional formatting to spreadsheet cells.

Schedule: Lets you schedule reports to send according to the time and file format that you define.

Library: Launches the Workbook Library so that you can upload a report builder Excel workbook that you want to share. You can also download and edit shared workbooks.

Options: Lets you specify whether you want to be prompted for the As Of (Now) date when refreshing requests, and lets you enable logging for troubleshooting purposes.

Locked/Unlocked: You can protect all requests in a workbook against adding and editing requests by locking the workbook. This enables offline editing of workbooks by pausing all report requests for more efficient editing.

Help: Launches report builder help.