Ideas for Acumatica

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Ability to export each Unit of a Unit Set to separate tabs of an Excel spreadsheet when Exporting an ARM report.with Unit Sets.

We have received this request from many of our clients who have this need, for ease of use or for further analytical requirements.  Having each unit of the Unit Set on a separate tab of a single spreadsheet gives you the whole report on one spreadsheet.  See the attached spreadsheet showing this concept.  This output was from FRx which had this very useful capability.  Presently, in ARM, the user can only export one unit at a time.

  • Guest
  • Apr 28 2017
  • Future consideration
ARM
  • Attach files
  • Guest commented
    October 06, 2017 14:10

    This is totally needed by our clients.

  • Guest commented
    February 08, 2018 19:46

    Very much needed!  Many people coming from FRx/Management Reporter were used to this functionality.

  • Vladimir Panchenko commented
    June 22, 2018 15:49

    Thank you for your idea, seems really useful. We'll consider implementing it in the future.

  • Joel Gress commented
    November 14, 2018 20:50

    This is an absolute must have. Customers that report by Unit Set (which is most) need to distribute the reports to department heads. Each department head wants to quickly see the data for their department.  Sorting through a single tab of an Excel spreadsheet across potentially hundreds of departments does not make sense.  Please reconsider this feature.  

  • Stefan Verwey commented
    09 Apr 18:25

    I have a client that ask me almost weekly on the progress about this.
    They are in the Contract Logistics Shipping Industry and have a huge requirement for this to have their P&L Analysis per Contract each on a separate Excel Tab.
    It just doesn't make sense to have this 130 P&Ls reports in one report each with 280 rows, all underneath each other.
    Management just cannot distribute this "clumsy" report monthly to each contract manager without spending numerous of repetitive hours splitting it into 130 separate Tabs