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Customer Open Transactions Report Headers show "Textbox #" for Headers

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Posted on by 135

Hello:

The Customer Open Transactions Report is showing Textbox & and Number for headers.

Also, many extraneous fields with header names.

Is there a way to fix this?

See below:

pastedimage1683579715639v1.png
  • Paul V Profile Picture
    Paul V 135 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Business Analysts requesting this for analysis.  Also integration to banking system

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,268 Super User 2025 Season 1 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Oh yeah, I see what you mean.  That is ugly.  The Column headers are being exported as rows with the row detail on the same rows as the headers.  Can I ask, why do you need it in csv format?

  • Paul V Profile Picture
    Paul V 135 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Yes, excel is fine.  Try running as CSV, it's not a very user friendly output format

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,268 Super User 2025 Season 1 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Paul, this report exports fine to Excel for me in a demo environment.  That report may need to be recompiled by a technical resource for your environment.  

    pastedimage1683659667342v1.png

    Also, this is an SSRS (SQL Server Reporting Services) report.  As such, in order to get the Customer name on the lines, the report would need to be modified by a developer.  Only then would it export in the format you desire.  Or, you could write a macro in Excel to reformat the sheet after exporting it.

  • Paul V Profile Picture
    Paul V 135 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    running the report in CSV format

  • Paul V Profile Picture
    Paul V 135 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Excel is fine, but the customer # and name are listed above the detail information.  need in CSV where all data )including customer # and name are in one row

  • Paul V Profile Picture
    Paul V 135 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    I run the process to CSV since I need all fields in a row.

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Hi Paul V 

    How do you export this data? Can you provide some screenshot from the system?

    Thanks,

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    When you export SSRS report to excel - You will find something like this.

    I don't think there is any other option fix to this.

    Thanks,

    Girish S.

  • Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    RE: Customer Open Transactions Report Headers show "Textbox #" for Headers

    Can you tell us what customizations are done on it?

    If no customizations, you can try building that model.

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