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How to I export or create pivot table of all GL transactions

  • October 9, 2025
  • 3 replies
  • 37 views
L
Freshman I

Hi, I am a Newbie in Acumatica

I need to export in an excel format the full General Ledger, please can somebody tell me how?

Regards

 

Best answer by ricoybanez

​@Lelanie 

You can create a Generic Inquiry for your requirement.

 

Thanks

    3 replies

    ricoybanez
    Jr Varsity III
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    • ricoybanez
    • Jr Varsity III
    • October 9, 2025

    Hi ​@Lelanie 

    You can generate under Finance Workspace there are several reports or Inquiries that suits your requirements.

     

    Rico P. Ybanez
    Chris Hackett
    L
    Freshman I
    • Lelanie
    • Author
    • Freshman I
    • October 9, 2025

    Thanks, I got that, and that I can export to excel, but it is a nightmare to sort and pivot.  Is there a way to export this without the spaces and totals on each account, just oe line for each entry?

    ricoybanez
    Jr Varsity III
    Forum|alt.badge.img+3
    • ricoybanez
    • Jr Varsity III
    • Answer
    • October 9, 2025

    ​@Lelanie 

    You can create a Generic Inquiry for your requirement.

     

    Thanks

    Rico P. Ybanez
    Chris Hackett
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