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Add-In for Microsoft Excel

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Updated: 08/22/2023 | Views: 84349

The Desktop Application (PM) offers a self-service Microsoft Excel Add-in for System Administrators to create customized reports. The Add-in allows you to use Microsoft Excel to analyze your data and build custom reports. Proficiency in Microsoft Excel's use of filters, formulas, pivot tables and graphs is required to use this add-in. To get started, download and activate the Add-in then configure the security settings. 

System Requirements:

  • Windows 8, 8.1, 10, or 11 (not supported by Mac)
  • Microsoft Excel 2007, 2010, 2013, or 2016
    Note: If you are using a previous version of Microsoft Excel, you must upgrade to Microsoft Excel 2007, 2010, 2013, or 2016 before you can use the Add-in.

Download the Add-In

  1. Click the download link for Windows 8, 8.1, 10 or 11: Download Add-In.
  2. Follow the prompts to save the Kareo Add-in for Microsoft Excel file. 
    Note: Take note of the location the file is saved as it needs to be selected when activating the Add-in.
 Desktop_KareoAddinDownload_Save.png

Activate Add-In

Follow the below steps to activate the Add-in after it has been downloaded and saved.
Note: Steps may vary depending on the Excel version.

  1. Open an Excel document > click File. The File menu displays.
  2. Click Options. The Excel Options window opens.
  3. Click Add-ins. The View and manage Microsoft Add-ins window opens.
  4. Click to select Excel Add-ins in the Manage drop-down menu if not already selected. Then, click Go. The Add-ins window opens. 
 Desktop_ActivateKareoAddin_ExcelOptions.png
  1. Click Browse. The computer's Browse window opens.
  2. Find and double click the previously downloaded and saved Kareo Microsoft Excel Add-In file. The Add-ins window re-opens with "Kareo Add-In For Microsoft Excel" selected in the Add-ins available list.
    • If "Kareo Add-In For Microsoft Excel" is not selected, click to select it.
  3. Click OK. The Add-ins window closes.
 Desktop_ActivateKareoAddin_Browse.png
  1. Close and re-open Excel. The Add-ins option now displays on the top menu bar.
  2. Click Add-ins and verify the Kareo Add-in displays. The Add-in is activated.
 Desktop_Excel_AddInsOption.png

Configure Login Settings

Before using the Add-in for the first time, the settings must be configured in Excel. Part of this process includes entering an account-specific customer key as an added measure for securing your data when accessed outside of the Desktop Application (PM). Get Customer Key before following the below steps. 

  1. Open an Excel document > click Add-ins on the top menu bar. The available add-ins display.
  2. Click Kareo and select Configure Login Settings from the drop-down menu. The Configure Login Settings pop-up window opens.
  3. Enter the Customer Key, Login, and Password.
    • To save the information for future sessions, click to select "Remember". 
  4. Click Continue. The Configure Login Settings pop-up window closes and the settings are configured.

Learn how to use the Add-in to build and run custom reports in our Building Custom Reports - Microsoft Excel Add-in Guide.

 Desktop_KareoAddin_Configure.png
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    1. custom reports
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