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How to change exported excel file name financial statement ( report generated with report definition )?

  • Jul 14, 2026 4:27 AM UTC
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How to change exported excel file name financial statement ( report generated with report definition )? 

i want to change excel document name to description + ( YYYY-MM-DD) 

thank you

 

Best answer by nhatnghetinh

Hi ​@stevenihsg 

Acumatica Standard does not support configuring Excel file names when exporting Report Definitions. With Report Designer, you can configure the Excel file name when exporting.

 

Regards,

NNT

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2 replies

Jr Varsity III
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  • Rakshanda
  • Jr Varsity III
  • Jul 14, 2026 5:39 AM UTC

Hi ​@stevenihsg ,

please refer below post, hope it helps!!

How do we change the report export name? | Community

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Rakshanda D || Acumatica MVP 2026 || www.linkedin.com/in/rakshanda-deore-643ba188
    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • Answer
    • Jul 14, 2026 6:34 AM UTC

    Hi ​@stevenihsg 

    Acumatica Standard does not support configuring Excel file names when exporting Report Definitions. With Report Designer, you can configure the Excel file name when exporting.

     

    Regards,

    NNT

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