Excel transaction report output without MIP formatting and no blank row 2
When I export a transaction report to Excel, it is almost always for analysis. There are several formatting issues that have to be addressed to make the file useful:
1) Delete row 2, which is blank. This eliminates the gap between captions and data for using Excel data features like sort, pivot table, subtotal, etc.
2) Change output amount to single column format, credits as negative numbers. For any sort of pivot table work, this is essential.
3) Eliminate any and all of the MIP formatting, including underlined cells, cell formatting for left/right/top/bottom, in favor of no formatting. Just allow Excel to use natural formatting and the user's default font. It is exceptionally annoying that MIP buries styles in the file so that MIP formatting reappears and increases the cleanup work.
4) Dates come into Excel as text. Date fields should be numeric so they will naturally sort correctly. I have to convert the information from text to date or any sort on a date field makes no sense. F
Comments: 6
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30 Sep, '21
Suzanne AdminHello,
The MIP team is actively monitoring this request. Please continue to provide screenshots, comments, and upvotes.
Cheers,
Megh -
11 Jan, '22
Tracy JonesThis is definitely a frequent frustration for us. We export a lot of data and the dates cause the most issues.
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11 Mar, '22
Tony WrightThis would be incredibly helpful. I never use the Excel export function because I don't find it useful at all due to all the amount of re-formatting required.
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08 Feb, '23
Jane ChaneyI also would find this very useful and goes along with a request I just submitted to be able to allow repeating of all available fields when in the content to not have to copy and fill down info to make it work with pivot tables and other excel analysis tools.
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22 Sep, '23
Kayleen LewisI agree this would be helpful when you are actually trying to review accounts and match against some other items and can't because there is too much other formatting that takes too much time to get rid of before you can do a pivot table or any other sort of real analysis.
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22 Jan
Heather @ GCWAThe export contains underscore formatting that always needs to be removed. It's odd to keep THAT, but yet there's so much other cleanup that we have to do! I definitely like the single AMOUNT column. One example where this is already done is Cash Required (for Check Run) and Invoices Selected for Payment report. We don't need to see a debit and credit column - we need to see the amounts - and ONE report total. So we know this is a functionality that already exists in MIP - now please just incorporate this option into GL Analysis and other reports as well.