Downloading and installing the TD Excel Reporting Add-in

TeamDynamix Excel Reporting Add-In

  1. If you have an existing version of the Excel Reporting Addin installed, please uninstall this version from Control Panel -> Programs and Features.
  2. Download the Excel Addin file. Do so from TDNext > apps menu > Downloads. Be sure to save this file to disk. Do not directly open the downloaded .zip file!
  3. Be sure to unblock the downloaded .zip file. To do so, right-click on the .zip file, choosing Properties, then choose Unblock near the bottom-right of the properties window if it is present.
  4. Unzip the .zip file.
  5. Run the setup.exe file as an Administrator. If prompted to trust the installer and/or a certificate, choose Yes or OK.

This is the format of the URL that you'll need to enter into the Excel Report Add-in's "Web API URL" field when configuring it after installation

https://YourTDXdomainHere.teamdynamix.com/TDWebApi/

Details

Article ID: 72077
Created
Thu 2/14/19 3:57 PM
Modified
Fri 6/19/20 1:21 PM

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