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How do we change the report export name?

  • 29 December 2022
  • 5 replies
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Userlevel 2
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We need to change the report name when we export the report to PDF or Excel.
How we change that export file name?

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Best answer by YasasWithanage76 29 December 2022, 10:58

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Userlevel 5
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Hello @kavindusandeepa31 

In the report designer, the user can set up the export file name.

Open the report in the report designer and navigate to the export file name field and add the required file name

 

Userlevel 7
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Hi @kavindusandeepa31 

Please find the information in below article 

https://www.augforums.com/forums/everything-else/custom-purchase-order-names/

Userlevel 2
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Hi @YasasWithanage76 

Thank you very much for your addresing my concern and we were able to resolve our issue.

Best Regards,

Kavindu

Userlevel 7
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Hi @MComan62 You need a add a formula to the File Name. Can you create a new ticket for this.

Solution: The formula of the Report → File Name property  should be updated to get the Vendor Name, PO Number , PO Date on the Purchase Order Report.

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Our client is wanting to change the file name too.  I tried using the some logic that was used above, the client wanted the vendor name, PO date, and PO number in the file name.  I wasnt able to get that to work.  I thought by adding the fields into the line I would be successful, but, alas no luck.  Is there a reference that I could use to find out what fields could be added to the exported file name?

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