NXT Query > Please add file type options for .XLSX and .PDF

Currently the export is .csv only which creates an extra step for us as we then have to convert the file to begin formatting the data. If someone doesn't understand to do this - a lot of work could be potentially lost and cause a significant hardship. This is an important workflow issue which may seem like much but accounting professionals need to be able to move from task to task seamlessly and something like this can derail a process.

  • Jessica Reid
  • Nov 15 2024
  • No Status
  • Attach files
  • Roberta A. Gilbert commented
    16 Nov 15:44

    Query results, by defnition, are supposed to be raw data, not a formatted report - that's why the export is a .csv file. Converting from .csv to .xlsx has been a basic Excel skill for a very long time - it takes about 30 seconds to show someone how to do it.