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Exporting report to excel

  • 30 March 2023
  • 1 reply
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Userlevel 3
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​Hi all,

I have this Sales Invoice print preview in Acumatica.

https://uploads-us-west-2.insided.com/acumatica-en/attachment/e6e8e668-5269-447a-9437-e8059de8be8b.png

when exporting it to excel while in ‘Auto’ excel model in report designer, it looks like this. These boxed amounts should have been in the lower right corner cos there should be a long gap between.

https://uploads-us-west-2.insided.com/acumatica-en/attachment/0759617a-57a7-4e9b-a236-028b05ba7dc3.png

I want to set a default format when exporting Sales Invoice to excel that will place the details exactly where their position in Acumatica preview is. I know that I can set the excel mode to ‘Manual’ to specify the column, row, height and width. But when putting excel height and width, I’m getting error. What is the correct way I can get the desired result?

https://uploads-us-west-2.insided.com/acumatica-en/attachment/b4bcdf33-fd61-4bf4-8d6d-882573b70573.png

Thank you!

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Best answer by vkumar 30 March 2023, 10:49

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Userlevel 7
Badge +11

Hi @paula012 

Please refer to the following documentation which guides you through the setting on Reports designer that determines the excel exported content. 

https://help-2022r2.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=41bda201-c3ac-450f-8b38-337e719ed830

Hope this helps,

Regards,

 

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