Docs  /  App  /  Excel Report Builder  /  Quick Guide

 Setup

2026/01/20 • 1 min. to read

In this topic

• Excel Functions
• Evaluation Groups
• Blocked Tables
• License Management
• Permission Sets
• Related information

First, open the setup page via Search: In the Excel Report Builder Setup page the general settings and defaults for the Excel Report Builder are defined. For more information, see Setup, Excel Report Builder Setup.

Excel Functions

Next, open the Excel Functions using the corresponding action in the Excel Report Builder Setup. Via the Download action the setup can be created or updated quickly and easily. For more information, see Setup, Excel Functions.

Evaluation Groups

Optionally, you can set up Groups for the evaluations. For more information, see Setup, Evaluation Groups.

Blocked Tables

Via the System area in the Excel Report Builder Setup page you can also optionally specify tables that are not allowed in Excel evaluations. For more information, see Setup, Blocked Tables.

License Management

The NAVAX License Management page displays the current license status of the NAVAX extensions resp. the Excel Report Builder. A NAVAX extension can be tested or used free of charge for 30 days after installation. After that, the extension can only be used with a valid license. For more information, see Appendix, NAVAX License Management.

Permission Sets

The following permission sets are available for the Excel Report Builder: For more information, see General, Excel Report Builder.

Related information

• General, Excel Report Builder
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• Setup, Excel Report Builder Setup
  In the Excel Report Builder Setup page the general settings and defaults for the Excel Report Builder are defined...
• Setup, Excel Functions
  In the Excel Functions Setup page the Excel Functions are set up, which can then be selected in the Formulas of the Excel Evaluations. The page can be opened in the Excel Report Builder Setup via the corresponding action in the Setup group...
• Setup, Evaluation Groups
  In the Excel Evaluation Groups page you can set up groups for the evaluations. The page can be opened in the Excel Report Builder Setup via the corresponding action in the Setup group...
• Setup, Blocked Tables
  In the Blocked Tables page you can specify tables that are not allowed in Excel Evaluations. If a blocked table is used in an evaluation, the evaluation cannot be executed...
• Appendix, NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...