Preparing your Excel files

QuikReport reads the .xlsx working files your team already produces: schedules, workings and forecasts for whatever your report covers. There is no new format to fill in.

How files are recognised

Files are identified by their names, the same way a colleague would recognise them. Keep your usual naming convention. The month and year in the filename tell QuikReport which reporting period the file belongs to. Unrecognised or non-.xlsx files are simply skipped and reported back to you.

Validation

Every figure is extracted and cross-checked automatically. Where something does not tie out (a total that does not sum, a missing sheet, a period mismatch), you get a validation warning before anything is generated, so issues surface in review rather than in the meeting.