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

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

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Best answer by Gabriel Michaud 9 February 2024, 23:05

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Gabriel Michaud
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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.

Gabriel Michaud Founder @ Velixo, Excel-based reporting for Acumatica
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Thank you for clarifying @Gabriel Michaud 

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