Forum Discussion

David011's avatar
David011
Cover User
6 years ago

Exporting Reports To Excel

Hi,

Following the recent upgrade to Accountright Plus 2019.2.1, I am unable to export reports to Excel Office 2019. Export button is not greyed out. Screenshot of the unhelpful error message attached. Any help gratefully received. Regards, David.

 

  • Mike_James's avatar
    Mike_James
    6 years ago

    Hi David011 , all the reports use Excel templates, do this msg means that the template for the selected report can't be found.  This help topic has more including the location. You could try reinstalling, or if you had an older version installed eg 2019.1, copy all the templates from that location to the new one. 

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    6 years ago

    Hi David011 , all the reports use Excel templates, do this msg means that the template for the selected report can't be found.  This help topic has more including the location. You could try reinstalling, or if you had an older version installed eg 2019.1, copy all the templates from that location to the new one. 

    • David011's avatar
      David011
      Cover User
      6 years ago

      Hi Mike,

      Thanks for your reply.

      Mike_James wrote:

      Hi David011 , all the reports use Excel templates, do this msg means that the template for the selected report can't be found.  This help topic has more including the location. You could try reinstalling, or if you had an older version installed eg 2019.1, copy all the templates from that location to the new one. 


      I have just resolved this by finding the older .xlt templates, which were located on my cloud storage, and copying them to my local computer. All reports so far tested, seem to work now. It's a pity we can't point MYOB to the files rather than re-locate them for MYOB as far as I am aware. 

      Regards,

      David.

    • 11508932663's avatar
      11508932663
      6 years ago

      I am getting the same message when I try to export my reports to Excel...

      I have read the answer to solving this problem, but I have no Idea what I am looking for and what I have to move from A to B

      I agree with David, MYOB should find our files, NOT we have to move our files to suit MYOB.

      Can someone give me so clear step by step  instructions for me to fix this problem thank you.

      Regards... Colleen

      • Mike_James's avatar
        Mike_James
        Ultimate Cover User
        6 years ago

        Hi 11508932663 , welcome to the forum. 

         

        Accountright uses excel template files (ending in .xlt or .xltx) when sending reports to Excel. 

         

        These files are typically stored in C:\Users\<Username>\Documents\MYOB\AccountRight\201x.x\Reports\Spreadsheet. Where <Username is your windows login name, and 201x.x is your version number. 

         

        Assuming you have a previous version of AccountRight installed, to resolve the error caused by missing templates, open file explorer and drill down to the OLD folder (eg ...2019.2...), select all the xlt/x files (Control+A), copy them (Control+C), then go back up the path until you can see the NEW version (eg ...2019.3...), and drill down into that folder, and locate the spreadsheet folder. Open the folder and paste all the files you copied earlier (Control + V). If necessary confirm to replace existing files.

         

        Then test the send to Excel function again.

         

        Note: I have assumed that none of the templates in the new folder have been modified since AccountRight was installed

         

         

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