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On the refreshable excel reports , I downloaded in excel and changed the formatting , when refreshed it changed the format again.

  • February 9, 2024
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Freshman I
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How to retain the formatting even after refresh ?

Best answer by Gabriel Michaud

You can’t; that’s a limitation of the simple Excel export. Velixo for Acumatica is a tool that would allow you to refresh any Excel report and maintin the exact layout and formatting you designed.

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      Gabriel Michaud
      Captain II
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      You can’t; that’s a limitation of the simple Excel export. Velixo for Acumatica is a tool that would allow you to refresh any Excel report and maintin the exact layout and formatting you designed.

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      Gabriel Michaud Founder @ Velixo, Excel-based reporting for Acumatica
        Freshman I
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        • skumar98
        • Author
        • Freshman I
        • February 10, 2024

        Thank you for clarifying @Gabriel Michaud 

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