What is the NEXGEN Excel Add-In?
The Excel Add-In is a NEXGEN-created tool for the Microsoft Excel desktop application. With the add-in, users can import service request and work order data from their NEXGEN sites directly into Excel. For example, if desired, a user can pull all data on work orders in the status Close from 2021 into an Excel spreadsheet using the add-in. This is beneficial for users who must view and manipulate service request and work order data in bulk, such as supervisors.
Data is pulled into a grid for easy viewing. The add-in also creates a pivot table representing this data for the user’s convenience. Multiple instances of data sets can be pulled into the same spreadsheet; this history is also tracked in the add-in so that users can reload the data if needed.
Configuration and Registration
The Excel Add-In is downloadable from the Add-Ins section of Microsoft Excel. Once downloaded, users who have an existing NEXGEN account will be able to log in using their credentials.
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