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

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TravisThompson

Topic starter

January 27, 2021 2:46 pm

(@travisthompson)

Active Member

Joined: 5 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

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Posts: 60

Gabriel Michaud

January 27, 2021 7:34 pm

(@gabriel)

Trusted Member

Joined: 5 years ago

Hi Travis,

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

Regards,

Gabriel

Posts: 3193

Tim Rodman

Admin

January 28, 2021 8:41 am

(@timrodman)

Famed Member

Joined: 10 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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