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Level 1
June 2, 2025
Discussion ongoing

Allow reports to be downloaded in Excel Spreadsheet instead of just PDF

Related products:Lacerte
  • June 2, 2025
  • 1 reply
  • 3 views

There are so many reports we'd like to be able to download and manipulate the data, but when we download to PDF that's not available. When we try to export from PDF to Excel, the columns and rows do not track correctly, and it often combines multiple columns into one, which eliminates the ability to manipulate the data pulled. Allowing it to go directly (and correctly) into Excel would be magnificent!

1 reply

Level 7
June 11, 2025

Thanks for the idea to "be able to export reports to Excel". We are changing the status to "Open for voting".

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