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.

  • Guest
  • Feb 5 2017
  • Already exists
  • Attach files
  • Marc Seleman commented
    9 Feb, 2017 06:45pm

    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.