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Debrae08's avatar
Debrae08
Trusted Cover User
3 years ago

General Ledger Codes printing on reports to Excel

Hi there,

 

I used to be able to report on Balance Sheet Multi & P&L Multi to Excel including the G/L codes.    Has this been removed for some reason?   Is there a work around?

3 Replies

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  • Debrae08's avatar
    Debrae08
    Trusted Cover User
    3 years ago

    Hi Deo

     

    I'm not sure where you're at.  Im using Account Right & running Balance Sheet Multi Period.   I can't use the advanced filters to use the insert/Modify and add Account No,  because I want it in Excel.   the Export to Excel comes before the ability to use advanced filters.

     

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi Debrae08 

     

    You are correct that there is the ability to add it using the advanced filters. After adding the account in the filters, you can then choose to export it to excel.

     

    To do this:

    1. Open the report and click into Advanced Filters and add Account No. as an available field. 
    2. Click Run Report so it displays on the screen.
    3. Click the arrow in the top left corner and select Export then select Excel.

     

    Hope that helps.

     

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