Report output to Excel supported

To enable you to modify and manipulate report data for improved data analysis, the output for these reports can now be converted to Excel:

  • Customer Period Analysis Report
  • Product Turnover Analysis Report
  • Purchase PO Purchase Analysis Report
  • SM Sales Analysis Report
  • Vendor Period Analysis Report
  • GL Trial Balance Report
  • Product Trial Balance of Stock Inventory Report

To generate an Excel file, these options must be selected in the Printing Information section on the Information page of the report:

  • Print Options Page
  • Override Output Style to Text

When you generate a report, a text file is sent to the Amazon Web Service (AWS) S3 storage area for your tenant where it is converted into an Excel file. The Excel file is then sent to the print type that was selected on the report, such as email or view. When errors occur, the log files are sent to the selected print type.

Feature activation

Set up these business rules in SA Business Rule Setup:

  • S3Prefix-XLSX

    Specify excel as the rule value.

  • S3Bucket-XLSX

    Specify the Amazon Web Service (AWS) S3 storage area for your tenant. For tenants that are located in North America, specify infor-<environment>-sxe-us-east-1, substituting <environment> with the abbreviation for your environment. For example, specify infor-prd-sxe-us-east-1 for your production environment.

    If you are located outside of North America, or to confirm your AWS S3 storage area, contact Infor Support.

Then modify your stored reports to generate Excel files, as required.