Use new Excel layouts for 35 selected reports

Enabled for	Public preview	General availability
Users, automatically	Mar 4, 2024	Apr 2, 2024

Business value

Running reports to analyze and present business information is a frequent task in any business. Now you can use the Excel report layouts to interactively generate analyses and present learnings.

Feature details

For this release we've added eight new Excel reports with new report layouts for finance, sales (customers), and purchases (vendors).

The reports give you more options in creating your own Excel layouts for the report by giving you not only the report, but also data from the report request pages and data for translations of a layout. If the data in the reports comes from multiple tables, the report layouts show the data in multiple worksheets, which makes it easy to understand where the data originated.

The reports are flexible, and you can use them in the way that best fits your needs:

• Use the reports as-is to get insight about your business.
• Use pivot tables to slice and dice data for analysis.
• Use them as a template to create your own Excel layouts for the same data.

You can create your own copies of the report layouts from the Report Layouts page. To learn more about how to create Excel report layouts, go to Creating an Excel layout report.

We expect to add more layouts to cover more functional areas. You'll find examples, typical use cases, and a description of the data for each report in our documentation.

Note

The Excel reports are limited to around 1 million rows. For reports that have a high volume of data, we recommend that you use the report request page to filter your data.

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