--- title: How to use the Care Control Open Reporting API within Excel description: "- [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [FAQ's](https://cclearninghub.co.uk/docs-category/faqs/) - - How to use the Care Control Open Reporting API within Excel ## How to use the Care Control Open Reporting API within Excel Learn how to connect Care…" url: "https://cclearninghub.co.uk/docs/how-to-use-the-care-control-open-reporting-api-within-excel/" updated: "2026-11-02" category: "FAQ's" --- # How to use the Care Control Open Reporting API within Excel - [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [FAQ's](https://cclearninghub.co.uk/docs-category/faqs/) - - How to use the Care Control Open Reporting API within Excel ## How to use the Care Control Open Reporting API within Excel Learn how to connect Care Control's Open Reporting API to Microsoft Excel, import your data into a spreadsheet and refresh it whenever you need updated information. ###### Takes 10+ minutes ###### For: Managers ###### Updated: 30th Oct 2026 #### Introduction The **Open Reporting API** allows you to bring information from Care Control into **Microsoft Excel**, making it easier to view, organise and work with your data. You can choose what information you want to see using the [Open Reporting API Documentation](https://auth.carecontrolsystems.co.uk/CareControl.ClientReporting.API/docs/index.html). Once you've chosen the information you need, this guide will show you how to connect it to Excel, step by step. **Before you begin:** Make sure you have access to the Open Reporting API and Microsoft Excel. You'll also need your **API Key** and **API Secret**, which can be found in your Care Control user settings. **In this guide, you'll learn how to:** - Explore the API Documentation and choose the information you want to view. - Create a new Excel workbook. - Connect Excel to the Open Reporting API. - Find and copy the reporting option you've chosen. - Enter your API Key and API Secret. - Organise the information into an Excel table. - Refresh your spreadsheet to get the latest information. **Important:** Keep your API Key and API Secret private. Do not share spreadsheets containing these details. #### Choose the Information You Want to View Open the [Open Rerporting API Documentation](https://auth.carecontrolsystems.co.uk/CareControl.ClientReporting.API/docs/index.html) to see what information you can retrieve from Care Control. Browse the available reporting options and find the information you would like to use in Excel. You'll select and copy the relevant option later in this guide. #### Create a New Excel Workbook Open **Microsoft Excel** and select **Blank workbook** to create a new spreadsheet. ![Create a blank workbook in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fb493aae8-fdbf-4a2c-8953-14356edf75b3.png&fit=contain&hotspot=170.44%3B156.9036903690369%3B%23dbf4f3) #### Open the Data Tab At the top of Excel, select the **Data** tab. This contains the tools needed to connect to external data sources. ![Open the Data tab in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F22565a70-480d-4ea4-823e-1933694846b4.png&fit=contain&hotspot=55.239999999999974%3B332.60126012601256%3B%23dbf4f3) #### Select From Web Within the Data tab, select **From Web**. This allows Excel to retrieve information from a web address, including an API endpoint. ![Select From Web in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F1a97c2a0-37e0-4920-8242-d212900d207d.png&fit=contain&hotspot=98.43999999999997%3B118.01980198019801%3B%23dbf4f3) #### Copy the API Base URL Open the **Open Reporting API** and copy the following **Base URL**: https://auth.carecontrolsystems.co.uk/CareControl.ClientReporting.API You'll need this address to connect Microsoft Excel to Care Control. In the next steps, you'll add your chosen API endpoint to the end of this URL. ![Copy the Open Reporting API Base URL](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fa2ce4eed-ad00-46ca-8a61-13ac290c59a6.png&fit=contain&hotspot=216.23139377537214%3B432.6331811263319%3B%23dbf4f3) #### Paste the Base URL into Excel Return to Excel and paste the copied address into the **URL** field in the From Web window. Leave this window open while you find the specific API endpoint you want to use. ![Paste the API Base URL into Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F056bb96a-62dc-4dc9-9d67-9643aff4fe82.png&fit=contain&hotspot=437.97623438007935%3B682.2526636225267%3B%23dbf4f3) #### Copy an API Endpoint Return to the Open Reporting API documentation and find the information you want to retrieve. Select the **Copy** icon beside the relevant endpoint to copy its address. ![Copy the API endpoint](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F05ef1855-8cda-48bf-86e6-1f8fd2a2ae8a.png&fit=contain&hotspot=457.3680649526387%3B1309.3455098934553%3B%23dbf4f3) #### Complete the API URL In Excel, paste the copied endpoint onto the end of the Base URL. Make sure the two parts form one complete web address, then select **OK**. ![Complete the API URL and select OK](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F56507c2a-85c3-45ef-8f84-57784d6631fa.png&fit=contain&hotspot=438.3931181737218%3B757.7473363774734%3B%23dbf4f3) #### Select Basic Authentication Excel will display a window asking how you want to connect to the data source. Select **Basic** from the available authentication options. ![Select Basic authentication in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F4f4fa862-611e-457f-a831-08adcc3829a9.png&fit=contain&hotspot=426.9840750390828%3B531.3411341134113%3B%23dbf4f3) #### Copy Your API Key Return to Care Control and open the user page containing your Open Reporting API credentials. Locate your **API Key** and copy it. ![Copy your Open Reporting API Key](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Feceb93b9-6b6c-4cbf-9db6-93849ae3c74c.png&fit=contain&hotspot=626.76%3B1556.7956795679568%3B%23dbf4f3) #### Enter Your API Key Return to Excel and paste your **API Key** into the **User name** field in the Basic authentication window. ![Enter the API Key in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Ff71bb6d4-d65b-42ae-89a5-d82845b57af0.png&fit=contain&hotspot=395.3040750390828%3B760.3240324032404%3B%23dbf4f3) #### Copy Your API Secret Return to your Care Control user page and locate the **API Secret**. Copy the secret, making sure you do not accidentally include any extra spaces. ![Copy your Open Reporting API Secret](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Feceb93b9-6b6c-4cbf-9db6-93849ae3c74c.png&fit=contain&hotspot=698.76%3B1553.915391539154%3B%23dbf4f3) #### Enter Your API Secret Paste your **API Secret** into the **Password** field in Excel. Your API Key and API Secret are used to authenticate your connection to Care Control. ![Enter the API Secret in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Ff71bb6d4-d65b-42ae-89a5-d82845b57af0.png&fit=contain&hotspot=441.38407503908286%3B741.6021602160216%3B%23dbf4f3) #### Connect to the Open Reporting API Once both credentials have been entered, select **Connect**. Excel will attempt to connect to the Open Reporting API and retrieve the information from your selected endpoint. ![Connect Excel to the Open Reporting API](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Ff71bb6d4-d65b-42ae-89a5-d82845b57af0.png&fit=contain&hotspot=536.4240750390828%3B979.2259225922592%3B%23dbf4f3) #### Open the Power Query Editor Once Excel retrieves the information, a preview window will appear. Select **Transform Data** to open the Power Query Editor, where you can prepare the information for your spreadsheet. ![Open the Power Query Editor](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fab80fecc-9009-470c-bb26-c62f2c217ed4.png&fit=contain&hotspot=31.820027063599447%3B313.302891933029%3B%23dbf4f3) #### Convert the Data into a Table In the Power Query Editor, select **To Table**. This converts the retrieved information into a table format that Excel can work with. ![Convert API data into a table](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fc059c671-6225-4faa-b824-00e746ebd33b.png&fit=contain&hotspot=69.38093955396535%3B19.48249619482496%3B%23dbf4f3) #### Confirm the Table Conversion A window will appear with options for converting the data. Leave the settings as shown and select **OK** to continue. ![Confirm the table conversion settings](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F8eaf27a1-7f66-417c-a204-d24e4e2223a8.png&fit=contain&hotspot=502.9398028827881%3B976.925418569254%3B%23dbf4f3) #### Expand the Table Columns Locate the **Expand** icon in the column heading and select it. This allows you to display the individual fields from the API response as separate columns. ![Expand the API data columns](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fb14600b5-25df-4b6e-84d3-0450a28e252d.png&fit=contain&hotspot=82.9702300405954%3B301.1263318112634%3B%23dbf4f3) #### Remove the Column Name Prefix In the window that appears, untick **Use original column name as prefix**. This helps keep your column headings shorter and easier to read. Select **OK** to apply the changes. ![Remove the original column name prefix](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2Fc87e68e3-da8c-4ba1-b0a5-bd8d66c6193c.png&fit=contain&hotspot=355.9953876236566%3B53.9421613394217%3B%23dbf4f3) #### Load the Data into Excel Once your information is arranged correctly, select **File** and then **Close & Load**. Excel will load the information into your workbook as a table, ready for you to review and use. ![Close Power Query and load the data into Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F9244c395-24c7-40a1-bf83-d9e635001850.png&fit=contain&hotspot=55.98445782189498%3B64.90106544901074%3B%23dbf4f3) #### Refresh Your Data Whenever you want to retrieve updated information from Care Control, open the **Data** tab and select **Refresh All**. Excel will run the saved connection again and update your table with the latest available information. ![Refresh API data in Excel](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2F9b7ee928-5049-4418-a224-5bb3c82aafd2.png&fit=contain&hotspot=92.4871912454403%3B381.56615661566155%3B%23dbf4f3) #### Top tip You can add multiple reports to the same excel file, just add a new connection for each report you want to see. #### Top tip Once you've connected your data to Excel, you don't need to repeat the entire process each time. Simply select Data > Refresh All to retrieve the latest information from the API. ##### Recommended [## View all Guides Check out our full list of guides here](https://cclearninghub.co.uk/docs/) [## Read the Latest News Take a look at our Blog pages to see all things Care Control](https://cclearninghub.co.uk/care-control-news/) #### Was this guide helpful? - [#](#) - [#](#) - [#](#) ##### Need more help? 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