Ideas for Acumatica

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Ability To Export/Import Row & Column Sets (For Financial Statements)

Can we get the ability to export the row and column sets of the P&L and Balance Sheet, i.e screens CS206010 and CS206020.

Acumatica does allow exporting/importing Report Definitions which is not very usefull without the respective Row and Column sets.

It is a lot of work re-doing the whole sets for each and every client.

  • Gavin Chang
  • Nov 4 2015
  • Already exists
  • Attach files
  • Gabriel Michaud commented
    November 04, 2015 23:48

    Exporting the report will include the associated row and column set. If it doesn't do it, it's a bug.

  • Mike Lupro commented
    June 19, 2017 18:10

    I don't see an option to export a report setup.  The rows and column screens CS206010 and CS206020 have an Excel Export button and I've done that.  But I don't see any way to IMPORT those definitions into Acumatica.  

    Nor do I see an export option on the Report Definitions screen CS206000.  .

    Am I missing something here?  

  • Morgan Taylor commented
    December 04, 2018 18:49

    I can export a row set but do not see a way to import a row set.

  • Guest commented
    November 25, 2019 18:31

    Yes, exporting the entire report will bring in the row and column, but it would be nice to be able to export just a column format for example, without the row/report coming along.

  • Arline Welty commented
    20 Feb 14:22

    I agree. The use case for us is with a brand new installation, we need to create a modified balance sheet. So the client edits the native row set for the balance sheet. But I can't (as far as I know) then just import that row set and automatically create their a row set to use for their custom balance sheet.