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Usage

Download a copy of the Excel Trigger spreadsheet if you do not have it already. Go to a tab called Price Forensics Report. Fill in the required fields as mentioned below

  • Authentication: Use one of the following methods

    • Username + Password + OTP (if enabled) .. OR

    • Token from the Excel Front End menu option of the Canopy Visualizer

  • Email Address: The generated report (a CSV file) will be emailed to this address. Please check it carefully

  • Date: This is the date for which the report is required. In case the chosen date is a Saturday or Sunday, the preceding Friday will be used

  • Login As (optional): Ignore if you are not an administrator

Press the Trigger Report macro button. You should see a message saying that the CSV file has been emailed. Contact Canopy Support in case of any issues

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