Solved

Automated export of pivot table

  • 22 March 2023
  • 6 replies
  • 104 views

Userlevel 5
Badge

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!!

icon

Best answer by Bree612 6 September 2023, 22:01

View original

6 replies

Userlevel 1
Badge

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

Userlevel 5
Badge

@Bree612 No unfortunately not :( sorry! 

Userlevel 1
Badge

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

Userlevel 1
Badge

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

 

Userlevel 3
Badge

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

Userlevel 5
Badge

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

Reply


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