Skip to main content
Solved

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

  • July 14, 2026
  • 2 replies
  • 21 views
S

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

2 replies

R
Jr Varsity II
Forum|alt.badge.img+4
  • Rakshanda
  • Jr Varsity II
  • July 14, 2026

Hi ​@stevenihsg ,

please refer below post, hope it helps!!

How do we change the report export name? | Community

Rakshanda D || Acumatica MVP 2026 || www.linkedin.com/in/rakshanda-deore-643ba188
nhatnghetinh
Captain II
Forum|alt.badge.img+13
  • nhatnghetinh
  • Captain II
  • Answer
  • July 14, 2026

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

I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved