Can't export a report to excel
I have just notice that I have been unable to excel format now. I have gone into the Trust Center & onto File Block Settings but all my setting look good but still can't export & not sure why. Can ...
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Hi Shezza1 - you could try exporting to file which is either .txt or .csv. Save it then open in Excel.
I have tried to do this but it comes out unreadable.
Hi Shezza1,
That definitely sounds frustrating. From what you’ve shared, it looks like the report is exporting, but Excel may be opening it as unreadable text or blocking the template it needs to use. A good first step is to open Excel first, check the Trust Centre and File Block settings, and make sure the AccountRight spreadsheet template folder is added as a trusted location.
It’s also worth working through this help page: Opening an export file in Excel.
If you’re still stuck, make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.
Regards,
Earl
