Live sheets are dynamic Excel spreadsheets that connect to real-time data sources, enabling you to create interactive reports that update automatically with live data.
Let's have a look at how to set up a new live sheets report:
1. Begin navigating to Live Sheets in the main menu and clicking the New Report tab.
2. Start by selecting a template to build your report. You can choose from a few pre-generated global templates or begin with a blank template.
3. You will then be required to enter the Report Name, Description and Folder before clicking Create.
4. To manage your report, hover over the report and click Manage. 
5. To configure your data feeds, navigate to the Live Data Feeds tab. Here, you can select the relevant feeds that will supply data to your report. Within each feed, you can tick the specific columns you want included.
As shown below, each feed (e.g., MonthlySubProjectBalances, ScheduledBilling, Projects) corresponds to a separate sheet of data. When a feed is opened, all the variables you have ticked will appear as columns in that sheet. This allows you to pull in a wide range of information - such as project codes, client details, income, expenses, and more - ensuring your report contains exactly the data you need.
6. To add a custom calculated field, click the Σ icon. Calculated fields allow the creation of new data points based on existing data, allowing for deeper customization. You can then name your field and enter the desired formula. It's important to note variables must be written using double curly brackets e.g. {{variable_name}}
7. When opening a file, choose how the data should reload: set to Automatically to refresh data on open, or Manually to prompt for a feed update if you're still working on an existing report.
8. Date Range selection for the report, can be found by navigating to the General tab. You can choose either a Specific Date range or select from predefined Relative Date options.
9. Finally, you can implement project Filtering for the report. Available filters include Project Status, Client, Project Manager, and your associated tracking categories.
10. Once you are happy with your report, you can go ahead and click Save Report.
11. Finally, choose how you'd like to work with the report. Click Open to work directly in the live sheet, or select Download to save a copy for offline use.
