Prior to this release 25.05, users had to launch the Report in HTML or PDF or launch the Book in PDF and then export to Excel. This required the Report or Book to be run twice.
From this release 25.05, the Platform Reports library enables user to open Reports and Books directly in Excel via an icon.
This feature streamlines the user interaction and runtime when using Excel with Reports and Books.
It is recommended for users to have Preview POV enabled in Tools > User Preferences > Reports, so users can set the POV before launching the Report or Book in Excel.
This feature applies to:
- Enterprise Profitability and Cost Management
- Financial Consolidation and Close
- FreeForm
- Planning
- Tax Reporting
Business Benefit: This enables to quickly open the Excel format of Reports and Books by clicking the Excel icon next to the Report.
Created by Mohit Jain and Megha Gupta
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