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How to export Record Note?


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Is there a way to include the record note when Export to Excel?

 

Best answer by Naveen Boga

Hi @jechang  By default Acumatica grid Export Excel button will not export the NOTE TEXT.

As a workaround, you can create a GI and join with the NOTE table like below and export the Note Text.

Please find the screenshot for reference.

 

 

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2 replies

Naveen Boga
Captain II
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  • Captain II
  • 3375 replies
  • Answer
  • January 25, 2022

Hi @jechang  By default Acumatica grid Export Excel button will not export the NOTE TEXT.

As a workaround, you can create a GI and join with the NOTE table like below and export the Note Text.

Please find the screenshot for reference.

 

 


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  • Author
  • Freshman I
  • 17 replies
  • January 26, 2022

@Naveen B thank you!!


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