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Automated export of pivot table

  • Mar 22, 2023 5:05 PM UTC
  • 7 replies
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xkylewrightx
Semi-Pro I
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Hello-

I am wondering if anyone knows of a way to automate the export of a pivot table?

Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?

Thank you!!

Best answer by Bree612

Hi Kyle, I have added as an Idea. Please upvote. 

 

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  • Jr Varsity II
  • Sep 5, 2023 9:25 PM UTC

I’m looking for the same info. Did you ever get it figured out Kyle?

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xkylewrightx
Semi-Pro I
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  • Semi-Pro I
  • Sep 5, 2023 9:40 PM UTC

@Bree612 No unfortunately not :( sorry! 

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  • Jr Varsity II
  • Sep 5, 2023 9:43 PM UTC

Thanks for the update Kyle. I’ll keep digging. Maybe it will be available in an upcoming release. 

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  • Jr Varsity II
  • Answer
  • Sep 6, 2023 8:01 PM UTC

Hi Kyle, I have added as an Idea. Please upvote. 

 

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ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • Sep 7, 2023 11:07 AM UTC

You can use the Generic Inquiry, set the parameter on your specific Filters. You can export the output to Excel.

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xkylewrightx
Semi-Pro I
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  • Semi-Pro I
  • Sep 7, 2023 11:21 AM UTC

@ricoybanez Thanks Rico, however we are looking for a way to automate the export of a pivot table. 

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drmccann
Freshman I
  • Freshman I
  • Jun 1, 2025 3:27 PM UTC

Not a pivot table, but you can group a GI and use OData (e.g., Velixo) or Export Scenario

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