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Export to Excel

Last post 06-16-2016 11:54 AM by mahlonf. 2 replies.
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  • 06-16-2016 8:49 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Export to Excel

    When can we get an Export to Excel action?

    I know we can use the import export tool, but this is a bit clumsy because we cannot save the columns or filters for repeated future exports.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 06-16-2016 11:23 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Export to Excel

    Mahlon,

    A work around for the moment would be to create a report to match the columns and generate the report as an Excel file instead of pdf. It's more work than having the action available, but it might help in the mean time.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





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  • 06-16-2016 11:54 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Export to Excel

    Thanks Matt,

    Great idea.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
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