Differences Between Report Builder and ExcelClient

Report builder and ExcelClient are Excel add-ins that display data requests in worksheets.

Important: SiteCatalyst 14, ExcelClient, and a number of other legacy components reached end-of-life in September 2016. This means that all access to the SiteCatalyst 14 user interface and several related features will be removed. To prepare for this event, view this list of affected components, along with required user actions and suggestions on how to move forward with alternatives.

Report builder simplifies request layouts and adopts key features of ExcelClient, including the support of the same metrics, dimensions, and Pivot data layouts used in ExcelClient. You can also convert ExcelClient workbooks to report builder.

See ExcelClient Workbooks.

In most situations, you can run report builder and HBX Report Builder along with ExcelClient. When publishing a workbook, only the requests for that application are refreshed, so you must refresh all of them to keep them synchronized.

The following topics describe a few basic differences between ExcelClient and report builder:


Both applications provide an add-on toolbar in Excel and let you log in using Analytics marketing report credentials (Company, Username, and Password).

ExcelClient Toolbars

The ExcelClient toolbars contain the following icons and text:

Report Builder Toolbar

The toolbar is shown below:

For more information, see Report Builder Toolbar.

Data Blocks

Report builder and ExcelClient use data blocks that dynamically reference cells within a worksheet. In both applications, you select the report suite, configure dates, and add metrics and dimension. However, report builder provides a more robust layout editor with features that let you copy and create dependent requests, and propagate the request by pasting it multiple times in the spreadsheet.

In report builder, if you increase the date range, columns are added to the request in order to accommodate the new dates.


In report builder, you can right-click a cell in a request and perform actions, such as launching the Request Wizard to edit the request, and to perform functions on multiple requests, such as editing, refreshing, and copying

Workbook Library

Both applications use the Workbook Library in marketing reports to download and share requests. However, report builder and ExcelClient do not share the same repository. When migrating from ExcelClient to report builder, it is recommended that you download workbooks from the ExcelClient repository and then upload them to the report builder repository.

Data Refreshing

Report builder provides more ways to refresh requests and groups of requests than ExcelClient.

Request Prioritization

Report builder supports prioritization of requests, which is not supported in ExcelClient. Prioritization is available when one request is dependent upon another. For example, if a request's input comes from another request's output, both requests must be refreshed sequentially.

Keyword Management

Some versions of ExcelClient include the ability to manage keywords. Currently, report builder does not support this functionality.

Data Discrepancies in Trended Ranked Reports

Suppose you run a trended report with more than one dimension, and the data pivot on the dimensions. If at least one of the dimensions is not using a selected filter, ExcelClient and report builder report the top values differently. In this case, ExcelClient displays zeros for values reported outside of the request. Report builder, however, retrieves the data, because it performs a second request and applies the select filter.