How to Link Accounts to Excel
Linking an Account to Excel allows you to leave the CAN parameter blank in your Excel formula for a report. When you link an account to Excel you do not need to specify the account in your Excel Formulas and can use the "Get Next" function to reload the Excel report with the next account linked.
To link an account, checkmark the Accounts you want to link to Excel and Click the Excel Add-In button
This is not required for your Excel reports to function properly or to refresh new data. You can use the Excel Add-In without linking to an account by entering a value for the Account parameter in your formulas.