How to refresh back office reports

To ensure your back office reports reflect the latest data, you need to refresh the reports using the VOGSY Add-on in your spreadsheet application. The process differs slightly depending on whether you are using Google Sheets or Microsoft Excel.

If you are using Google Sheets, the VOGSY add-on appears in the right-hand panel of your spreadsheet interface, alongside any other Google Workspace add-ons.

Refreshing your report

1. Open a VOGSY back office report in the reports section of the back office.

2. Look for the VOGSY add-on icon or tab on the right side of your screen and click on it to open the panel. (See pointers 1 and 2 on the screenshot below)

   

3. Within the VOGSY add-on panel, you will find the option to refresh the report. Click this button to pull the latest data (see pointers 3 and 4 in screenshots below)

   

Activating the add-on

1. In Google Sheets, look for the add button ($\mathbf{+}$) on the right panel (or go to Extensions > Add-ons > Get add-ons).

2. This opens the Google Workspace Marketplace.

3. Search for VOGSY in the marketplace.

4. Select the VOGSY add-on and click to install it.

If you are using Microsoft Excel (either desktop or web), the VOGSY add-on (referred to as an "addin" in Microsoft terminology) typically appears in the header/ribbon of the spreadsheet.

Refreshing your report

1. Open your VOGSY back office report in Microsoft Excel.

2. Locate the VOGSY tab or button in the header/ribbon menu. Click on it.

3. A VOGSY pane or menu should open where you will find the option to refresh the report. Click this button to update your data.

Activating the add-on

1. In Excel, navigate to the menu option (often under the Insert or Home tab) that allows you to Manage Add-ins (sometimes labeled Get Add-ins).

2. This will open the Microsoft Office Add-ins store.

3. Search for VOGSY.

4. Select the VOGSY add-in and click Add to install it to your Excel application.

1. Open your VOGSY back office report.

2. Open the VOGSY add-on, click the refresh button.

3. Complete the selection screen that appears to define your report parameters.

4. Check the 'Details' tab to monitor the status of the refresh.