Following are the report output options available through out the software:
Select one of the following reporting options:
Select Excel to export the output to an Excel spreadsheet
with an .xls extension.
The ability to email the spreadsheet or display it on the screen is
controlled by the Prompt to Email Spreadsheets flag set in
Company Miscellaneous Parameters.
XLS Format:
The dates use the standard default in the spreadsheet output and do
not respect the Europe/North American format flag set in the
Company Information, as dates can be
reformatted as required using Excel functionality.
A date column is formatted on the spreadsheet as a Date column.
A dollar column is formatted on the spreadsheet as a Currency
column and displays two decimal points, with negative values
displayed in red.
A number only column such as a quantity column is formatted on the
spreadsheet as a Custom column and displays two decimal points,
with negative values are displayed in red.
If the number of rows on a spreadsheet export exceeds 65000 rows,
the output will be split over multiple tabs.
Report totals are generally not generated in the spreadsheet
output.
If subtotals or totals are required, use the Excel functionality to
generate them.
Spreadsheet Export/Import with Dates:
If a spreadsheet with updated date data is to be imported into SRM,
be sure the date fields match that import's requirement format of
MM/DD/YYYY or DD/MM/YYYY, before saving the updated information to
a "tab delimited" txt file.
Errors will occur if a workstation is configured in the 'Windows
Excel Customize Format' setup to use a short date such as m/d/yy
which removes leading zeros in the dates and shortens the year,
because dates changed on the spreadsheet will automatically be
converted to the invalid default format.
To correct this issue either change the Windows Excel Format on the
workstation, or change the field Type on the spreadsheet for each
relevant date field to GENERAL so that the date field is not
converted to the default "short date" format.
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