Questions Exporting Reports to Excel (with a Unit set) - Any way to have an Excel sheet created per unit?

Acumatica Analytical Report Manager (Financial Report Writer)

Last Post by Tim Rodman 5 years ago

3 Posts

3 Users

0 Reactions

1,016 Views

RSS

Posts: 2

TravisThompson

Topic starter

January 27, 2021 3:46 pm

(@travisthompson)

Active Member

Joined: 6 years ago

Hello All -

Haven't run into this before, wondering if anyone else has. We're looking to export a report to Excel, but have a sheet created per unit (company) within the unit set. Any ideas?

Thanks!

Travis

2 Replies

Posts: 60

Gabriel Michaud

January 27, 2021 8:34 pm

(@gabriel)

Trusted Member

Joined: 6 years ago

Hi Travis,

This is not possible with ARM, but you can do it with Velixo very easily.

Regards,

Gabriel

Posts: 3204

Tim Rodman

Admin

January 28, 2021 9:41 am

(@timrodman)

Famed Member

Joined: 11 years ago

I think that Velixo can also break down the report for email distribution as well. For example, automatically emailing individual Salespeople their sales as an Excel attachment.

12 Forums
2,533 Topics
11 K Posts
60 Online
2,437 Members

Forum Icons: Forum contains no unread posts Forum contains unread posts

Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

By using this website, you agree to our Terms of Use (click here)