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

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TravisThompson

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January 27, 2021 2:46 pm

(@travisthompson)

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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

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Gabriel Michaud

January 27, 2021 7:34 pm

(@gabriel)

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Joined: 10 months ago

Hi Travis,

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

Regards,

Gabriel

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Tim Rodman

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January 28, 2021 8:41 am

(@timrodman)

Over 200 Posts

Joined: 6 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.

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

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