1. In the ALM tab in Excel, click Add or New Report.

2. Select the business view and click OK.

3. In the Advanced tab of the the Worksheet Configuration pane, click Edit Query.

How to Generate a Business View Excel Report

Worksheet Configuration Pane - Advanced Tab

Generates a preview of the data that is returned by the business view query.

Validates the query. The following checks are performed:

• That the DQL syntax is correct.

• That the query contains only fields from selected entities.

Deletes the selected business view from the query.

Displays a <business view> dialog box for every business view that has been added to the query, as well as defined relationships between business views.

Appears in the Main pane after you add a business view to the query. The dialog box displays all available fields within the business view. Use the check boxes to select fields to add to the view.

Default: All fields are included in the query. The check boxes appear unchecked.

Displays available business views.

To add a business view to the query, select it and click Add . Alternatively, you can add business views by dragging them to the Main pane.

Enables you to define filter criteria for business view fields.

To add a field to the grid, in the <business view> dialog box in the Main pane, use the check boxes to select the desired fields.

Displays the business view query.

The query updates automatically as you add entities and define relationships.

You can create and edit a view by entering the query directly in the DQL Query Builder.

Appears when you click Preview. Displays the following information:

• Query Results. Valid views only. Displays a preview of the view.

• Query Messages. Invalid views only. Displays messages detailing problems with the view. Place the cursor over the message text to view a tooltip displaying the full message.