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Exported Excel reports with repeating Headers

  • 12 February 2024
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Userlevel 1

When you export reports from Acumatica to excel, the headers of the report are repeated at every screen break.  How do you stop these headers from repeating in excel?  There are no page breaks in the column sets or row sets.  This is something that annoys many clients, as they have to manually remove the headers from the excel file every time they export a report.

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Best answer by Laura02 12 February 2024, 18:22

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Badge +18

Hello,

It is possible to suppress headings on subsequent pages with an Iif statement, as outlined by Irina from Acumatica in the following Post:

If you want headers to print on every page *when printed to paper* and not print on every page when exported to Excel:

  1. Copy the Column Sets,
  2. Copy the Report Definitions, using different Column Set for Paper versus Excel, and
  3. Arrange the menu with two groups of financials: For Paper versus For Excel.

Laura

Userlevel 1

Thank you for the response.  That solution gets most of the result that is desired, however, the spacing and underline in the heading still translates over to the exported excel file.  Additionally, this client has over 30 financial reports, so creating Paper vs Excel versions is going to be very cumbersome and clumsy.  Is there a better solution? 

Badge +18

Hello,

Yes, you might consider Velixo as another solution for Financial Reporting.

Especially if your client has many companies, intercompany reporting, GL budgets, projects reporting… it’s a very powerful reporting tool. Search this site and use your favorite search engine.

Laura

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