From the Financial Report Runner (KF4021), you can export any Financial Report to an Excel spreadsheet on demand without having to change the Financial Report Writer (KF4000) set up.
NOTE: when exporting to a file, the system removes all page breaks, subtotals/totals and number formats that may have been set up on that report (i.e., on Financial Report Writer (KF4000) - "Output/Subtotals" (KF4002)).
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General Ledger – General Ledger Reports – Financial Report Runner (KF4021)
<img height="434" width="626" alt="A screenshot of a report" src="https://cdn.livechat-files.com/api/file/kb/file/5399341/2ed0838415-09b11b44e55a02809450.png">
This report is set up to Print by default.&nbsp; To override to Excel, change the &nbsp;Output option to "File", enter a file name in the white box under "File/Type", and change the drop-down type to either COMMA or TAB.&nbsp;
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To generate the report, select OK.&nbsp; A confirmation dialog box asks if the number of records selected are correct, YES
<img height="98" width="338" alt="A screenshot of a computer" src="https://cdn.livechat-files.com/api/file/kb/file/5399341/2671f6875f-031d4d3b0a8078785bbc.png">
The Browse to Folder window defaults to the KC folder on the PC. &nbsp;The location can be changed if needed. 
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From Excel, open the CSV file.
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The spreadsheet is ready to be formatted as needed. To keep your formatting, be sure to save the spreadsheet as an Excel workbook (.xlsx).
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From the Financial Report Runner (KF4021), you can export any Financial Report to an Excel spreadsheet on demand without having to change the Financial Report Writer (KF4000) set up.

NOTE: when exporting to a file, the system removes all page breaks, subtotals/totals and number formats that may have been set up on that report (i.e., on Financial Report Writer (KF4000) - "Output/Subtotals" (KF4002)).

 

General Ledger – General Ledger Reports – Financial Report Runner (KF4021)



This report is set up to Print by default.  To override to Excel, change the  Output option to "File", enter a file name in the white box under "File/Type", and change the drop-down type to either COMMA or TAB. 



To generate the report, select OK.  A confirmation dialog box asks if the number of records selected are correct, YES



The Browse to Folder window defaults to the KC folder on the PC.  The location can be changed if needed.



From Excel, open the CSV file.



The spreadsheet is ready to be formatted as needed. To keep your formatting, be sure to save the spreadsheet as an Excel workbook (.xlsx).

 

 

How can I export a Financial Report to Excel?

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