Assign a Default Export Format for Previewed Reports

Having the ability to assign a default export format for previewed reports would save a lot of time when having to create multiple reports for multi-years.  For example, I currently have to click on the drop down to select Excel when exporting a Trial Balance Report for multiple years.

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  • Feb 5 2017
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  • Marc Seleman commented
    February 09, 2017 18:45

    You can do that.  Attached is a screenshot.  While in the General Ledger click on "Tools" in the toolbar and select "Options".  Select the Export tab and set the default report format for exporting.

    I have a series of blog articles in the Tips and Tricks section reviewing the various functions in the Options area.

    Report Export O...
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