Report Export: General Information
MYOB Acumatica reports can be exported as XLS and PDF files. In the MYOB Acumatica Report Designer, you can specify the settings to export a report as an XLS file.
Learning Objectives
In this chapter, you will learn how to export report results by using the Report Designer.
Applicable Scenarios
You may need to learn about the exporting of report results in the following circumstances:
- You are responsible for the customization of MYOB Acumatica in your company, including developing and modifying reports to give users the information they need to do their jobs.
- You need to export reports from MYOB Acumatica to send them by email or to use them for further processing in Excel.
Export of Reports in MYOB Acumatica
In MYOB Acumatica, you can export any report, predefined or custom, that has been generated. The system has two options of export: as an XLS file, or as a PDF file.
To export a report in MYOB Acumatica, you run the report, and on the report toolbar, you select one of the following menu commands, based on the format you need:
- : If you plan to export a predefined or custom report as an XLS file, then in the Report Designer, you can configure the report's settings in advance.
- : The system exports the report to a PDF file as is; you cannot configure any settings of this report.
Excel Mode for Export
In the Report Designer, you manage the export settings of a report to XLS file by using the property. By default, for any newly created report, this property is set to Auto. With Auto, some reports are exported readably. Other reports exported to an XLS file can have displaced cells with data in the grid. These reports are difficult or even impossible to read. For these reports, before report generation and export, you need to mark up cells and columns in the Report Designer.
To do this, you set the property to Manual and then specify the needed settings. To prepare a report for export, you can perform the following actions (which are further described in the remaining sections of this topic) in the Report Designer:
- Display the Excel column grid.
- Adjust or define the list of Excel columns.
- Define the row and column position of all report elements.
- Adjust the position of each element.
- Specify additional settings for the margins between sections and the export status of elements.
After you specify all necessary settings, you save the report. It can be run and exported to Excel.
Display of the Excel Column Grid
To display the Excel column grid, on the menu bar of the Report Designer, you click . In this display, each element on the report layout is marked with two numbers divided by a colon (see the following screenshot).
These numbers mean the following:
- The first number is the row in Excel worksheet to which the element content will be exported. This number is specified by the value of the property.
- The second number is the column to which the element content will be exported. This number is specified by the value of the property.
In each section, the numbering of rows starts from 1. You can change the numbers of rows and columns to define the order of elements within each exported section. You cannot change the order of the sections in the exported report, however. You can generate the list of columns automatically according to the number and width of elements of any section. For this purpose, you can use the section with the maximum number of elements. You right-click the header of this section, and then select Generate Excel Columns.
Adjustment or Defining of the Excel Columns
To adjust the number, order, and width of columns to be exported to Excel, you select the
report; then in the property, you click the 
button to open the Int32 Collection Editor (that
is, the Int32 Collection Editor dialog box), as shown in the following
screenshot.
In the Members pane of the Int32 Collection Editor, the first number corresponds to the order of the column in the Excel grid. 0 is the first column (A) of the Excel grid, 1 is the second (B), and so on. To specify the width of each column, you click the column in the Members pane; then you specify the Value property of the right pane of the Int32 Collection Editor. The column width corresponds to the element width in pixels in an approximate 1:6 ratio. For example, the width of a column with a Value of 10 is approximately equal to the width of a text box with a of 60px.
Based on the settings in the screenshot above, the report will be exported to Excel with the following settings:
- The report will have columns from A (which corresponds to 0) to L (which corresponds to 11).
- The A column will have a width of 10.
Row and Column Positions of Report Elements
To define the row and column position of all the report elements, on the Report Designer menu bar, you click . The Report Designer automatically changes the row and column position of all the report elements depending on how they fit the Excel columns.
This functionality exports the report as expected for simple report layouts but may cause unexpected results for some complicated layouts. We recommend that you assign the row and column position for report elements automatically. You can adjust the positions manually later in Excel, if needed.
The Position of Each Element
In the Report Designer, you can adjust the position of each element in a report. To do this, you use the and properties.
Additional Settings
In the Report Designer, you can specify the following additional settings for a report:
- Margins between sections: You specify this setting (in number of rows) in the and properties.
- Export status of an element: If you do not want to export a particular element of the report
to Excel, you select the element; then in the property, select False. By default, the property is set to
True.Tip: The export of SubReport, Chart, Line, and ImageBox elements to Excel is not supported. Also, if you want to export the contents of a Panel element to Excel, you should specify the position—a row and a column—of each element inside the panel.