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Generic Inquiry Sum Line Printed in Excel Output

  • January 26, 2026
  • 2 replies
  • 29 views

nickcerri32
Semi-Pro II
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Hey, team - is there a way, short of a customization, to print the sum row in an excel output, similar to how a report prints?  I built a custom GI and wanted to know if the excel output was configurable.  As it currently stands, it only outputs the data, not the total row. 

Thanks in advance!

 

Best answer by aiwan

@nickcerri32 

I don’t think so, but you could copy the GI into a new one, then group the records (By AR Doc Type from what I can see) then use the SUM aggregate function on the fields in the results grid.

 

Or if you have Velixo, pull the GI into excel and combine in a pivot table which will allow you to get a SUM value too.

2 replies

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  • Captain II
  • Answer
  • January 26, 2026

@nickcerri32 

I don’t think so, but you could copy the GI into a new one, then group the records (By AR Doc Type from what I can see) then use the SUM aggregate function on the fields in the results grid.

 

Or if you have Velixo, pull the GI into excel and combine in a pivot table which will allow you to get a SUM value too.


bwhite49
Captain II
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  • Captain II
  • January 26, 2026

You could add a pivot table tab. Pivot tables export the summary info. You would just need to format the pivot table to display all rows and columns.

Your best bet though is to rebuild the GI in report designer or use OData/Velixo as Aiwan wrote.