Video Guide: Creating & Using Custom Excel Templates

Device Magic offers the ability to create and upload customized Excel report templates when selected as the submission format for available destinations. Once you get all of your form placeholders into the Excel spreadsheet, you can leverage Excel functions to manipulate submitted form data and incorporate calculations, formulas, charts, pivot tables, the list continues. And we’ll show you how to do it! Check out the video below for an introduction to Excel templates and how to create custom reports within our platform. 

So what are the benefits of custom Excel templates?

The simple answer can be summed up with the “three C’s”:

• Expanded customization
• Enhanced calculations
• Data charting

However, Excel templates were actually introduced to facilitate some of the more complex use cases and needs of our users. This feature supports integrations with native Excel analysis and calculation tools, giving users the ability to incorporate advanced data organization into their reports. Here are a few use case examples:

• Timesheets: A trucking services company wanted to start leveraging Device Magic for employee timesheets. However, they weren’t just logging employee hours. They needed to replicate a multifaceted grid of information, including trip destinations, number of loads and oil volume, which wouldn’t be possible with Word’s limited charting capabilities. Recreating their timesheets in a custom Excel template was the solution they needed to streamline this daily process.
• Safety reports: A field service management software company needed to recreate a complex fire safety form that covered everything from pump manufacturer information to discharge, suction and net pressure readings. A critical component of the report was a pressure (Psi) to gallons per minute comparison graph. Now they are able to easily incorporate the charted data in the report outputs by leveraging the Excel templates feature.
• Quality analysis: An environmental testing provider for the oil and gas sector uses Device Magic to record, access and analyze soil samples from one place. Due to the highly intricate nature of the collected testing data, they need enhanced charting and calculation capabilities to compile executive reports. Excel templates deliver this functionality.

How to Get Started

The custom Excel templates feature is available for Device Magic’s Enterprise Plan level. If you’re not already a customer, not to worry! You can test out the full functionality in our free trial. Once you’ve signed up for the trial, you’ll have the option to create and upload customized Excel templates when selected as the submission format for email, Box, Dropbox, Google Drive, Microsoft OneDrive, Amazon S3, HTTP(S), ShareFile, SFTP, Slack and Evernote destination types.

The post How to Generate Custom Reports using Microsoft Excel Templates appeared first on Device Magic.

Device Magic Enterprise users now have the option to customize their Dashboard logo. This feature allows you to replace the Device Magic logo at the top of your navigation bar. Adding your own logo to the Device Magic Dashboard offers the same product you trust while offering your own company branding to match.

Uploading Your Company Logo to the Device Magic Dashboard

Follow the steps below to access this feature:

• Click the settings icon in the top right corner when viewing your organization. Then, select “Organization Settings”.

• On the following page, click “Customize Dashboard Logos”.
• You will then be directed to the “Customize Your Dashboard Logo” page. Here you will be able to choose your new Logo.

Navigation Logo:

This is the logo that will appear above your navigation bar, at the top left-hand corner of your web page. For best results, we recommend using a 650 x 250, PNG file with a transparent background, as your logo will appear on a dark background. JPG and SVG files are also acceptable.

• Click on “Choose File”, select your logo from your computer’s file directory and click “Choose”.

Responsive Logo (Optional):

You have the option to upload an additional logo. This is the logo the will show when the window is shrunk.

*Note: If only a single image is uploaded for the “Navigation Logo”, the “Navigation Logo” will be used as both the navigation and the responsive logo, but will be compressed to fit in the latter. The recommended dimensions for this file are 180×200.

• As with the Navigation Logo, click on “Choose File”, select your logo from your computer’s directory and click “Choose”.
• When you are ready, go ahead and click the “Upload Custom Logos” button.

A green highlighted message stating “Custom dashboard logo has been updated.” will display at the top of your screen if the upload was successful. You will also be able to see thumbnails of your uploaded images.

If you would like to revert to the default Device Magic logo, click on the “Use Default Logos” button.

• Once you are happy with your logos, click the “Go Back” button at the top of your screen.

This will direct you back to your Organization Settings, where you will be able to view your new dashboard logo in the top left-hand corner. If you resize your window, the logo will automatically adjust.

Happy Customizing!

The post Customize the Device Magic Dashboard with Your Company Logo appeared first on Device Magic.