Accounts - download GL activity directly from this screen

When accessing an account through General Ledger/Accounts, it would greatly increase efficiency to have the ability to export to Excel directly from the account record. Currently, we have to run a report every time we want to see the GL activity, and running reports in FENXT is NOT a quick process.

In an account record we are able to view the activity by month and can drill down to each month to see the actual activity, but are not able to export it. Again, this would be a really helpful feature to just be able to export it here and not have to run a report. Please see screenshot for the record area that I am referring to.

Thank you!!

  • Stacie Wheelis
  • Mar 24 2021
  • Needs review
  • Attach files
  • Scott Hendren commented
    6 Nov, 2023 03:09pm

    I'm new to Blackbaud and it's crazy that not only can you not run any sort of report from a GL detail screen, but you can't even see totals on screen once you drill into the detail. This is a huge flaw in my opinion and can't believe an accounting software doesn't have that capability.

  • Guest commented
    26 Sep, 2023 01:20am

    It would be helpful when looking at an item in the account activity to be able to go directly to the source of the go directly to the Journal Entry or to the Payables Record like we were able to do in DB view. Otherwise, it is time consuming to go back and forth.

  • Sylvia Cook commented
    23 Jan, 2023 08:49pm

    If I could vote again on this I would. Often I investigate details in the account and wish I could export to Excel. The account screen has more columns of information that I want, than the general ledger report can provide. Please add an export to Excel button!!!

  • Shawn Runge commented
    27 Sep, 2021 04:28pm

    In addition, I am hopeful to be able to see all GL activity within a given fiscal year at one time rather than month by month.

  • Sylvia Cook commented
    27 May, 2021 03:02pm

    Agree. Other views in NXT have an export, so I don't understand why not for GL accounts.

  • Donella Robb commented
    7 May, 2021 08:01pm

    Yes, it would be helpful to be able to export to Excel from the account activity detail screen. We needed to do this for an auditor request today - we were able to get the account activity detail, but then ended up going back to the database view to be able to export the transactions detail to Excel. Would have been much quicker to export from FENXT directly!