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Formatting Financial Reports (i.e. Account Schedules) in Excel

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Posted on by LB_Pgh

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My customer wants to know if it is possible to setup formatting for exporting reports from financial reporting (i.e. what used to be called account schedules) to Excel.

Like freeze a certain number of rows as the header.

Suppress the extra row that is printing between each row.

I cannot see a way to do it but I may be missing something.

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YUN ZHU 101,359 Super User 2026 Season 1 on at

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Hi, you can use the following method to export financial reporting to Excel, which will retain the format when printing.

If you need more processing in excel, as far as I know this requires customization, you can try the Excel layout.

https://yzhums.com/23873/

PS: Analyze, group, and pivot data on list pages using multiple tabs (In-client Analysis mode)
https://yzhums.com/35080/

Hope this helps.
Thanks.

ZHU

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