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Automated export of pivot table

xkylewrightx
Semi-Pro I
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Hello-

I am wondering if anyone knows of a way to automate the export of a pivot table?

Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?

Thank you!!

Best answer by Bree612

Hi Kyle, I have added as an Idea. Please upvote. 

https://community.acumatica.com/ideas/method-to-capture-and-email-the-contents-of-a-pivot-table-on-a-set-schedule-18544

 

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Kyle Wright CSW, Inc. | www.cswgraphics.com
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Jr Varsity II
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  • Bree612
  • Jr Varsity II
  • 20 replies
  • September 5, 2023

I’m looking for the same info. Did you ever get it figured out Kyle?

xkylewrightx
Semi-Pro I
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  • xkylewrightx
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  • 77 replies
  • September 5, 2023

@Bree612 No unfortunately not :( sorry! 

Kyle Wright CSW, Inc. | www.cswgraphics.com
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    Bree612
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Jr Varsity II
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  • Bree612
  • Jr Varsity II
  • 20 replies
  • September 5, 2023

Thanks for the update Kyle. I’ll keep digging. Maybe it will be available in an upcoming release. 

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  • Bree612
  • Jr Varsity II
  • 20 replies
  • Answer
  • September 6, 2023

Hi Kyle, I have added as an Idea. Please upvote. 

https://community.acumatica.com/ideas/method-to-capture-and-email-the-contents-of-a-pivot-table-on-a-set-schedule-18544

 

xkylewrightx
Chris Hackett
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    xkylewrightx
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    Chris Hackett
ricoybanez
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  • ricoybanez
  • Jr Varsity III
  • 42 replies
  • September 7, 2023

You can use the Generic Inquiry, set the parameter on your specific Filters. You can export the output to Excel.

Rico P. Ybanez
Chris Hackett
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    Chris Hackett
xkylewrightx
Semi-Pro I
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  • xkylewrightx
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  • September 7, 2023

@ricoybanez Thanks Rico, however we are looking for a way to automate the export of a pivot table. 

Kyle Wright CSW, Inc. | www.cswgraphics.com

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