Define an Excel Merge Action

Use the Excel Merge Action to create Excel files that contain data from CSM. For example, create a One-Step™ Action for a Dashboard that exports Incident data into an Excel file to create a monthly report of all Incidents within the last 30 days (including total number of Incidents, how many were closed, the percentage closed on first call, the average time it took to close Incidents, etc.).

Create and use the Temporary Filename Token to create a temporary file that goes away after a One-Step Action is finished executing.

To save the data outputs to an Excel file and open the file automatically after the One-Step Action runs, add a Post-Step with a Run a Program Action. Specify excel.exe in the Filename text box, and then provide the name of the saved file as the command-line argument. If you used a Temporary Filename, insert it as the filename (right-click to open the Token menu, and then click Filenames>[your filename]).

To define an Excel Merge Action for a One-Step Action:

1. Create an Excel template.
2. Open the One-Step Editor.
3. Add an Excel Merge Action to the Designer Board.
4. Define general properties for the Excel Merge Action:

   Option	Description
   Name	Provide a display name for the Action (this is how the Action is identified within the One-Step Action).
   Select the template to use for the Excel Merge Action	File: Select this radio button if the template is saved to a location other than the Attachment Manager. Then provide the name of the template file (using text and/or Tokens), or click the Ellipses button to navigate to the file on the computer. File Manager: Select this radio button if the template file is saved in the Attachment Manager. Then click the Ellipses button to open the Attachment Manager and navigate to the file.
   Save to File	Saves the output to a file. Then provide the filename (using text and/or Tokens) or click the Ellipses button to navigate to the file on your computer.
   Print	Prints the file. Select the printer from the drop-down.
   Page Setup	Select paper size, paper source, orientation, and margin size.

5. Define Annotation properties.
6. Click Save.