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Explorer View with Group Summary
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01-31-2012 03:23 PM
I have this great Explorer view I created for vendor payments where I'm grouping by vendor and summing the check amount by vendor. Then I collapse all groups and I hav this nice consolidated report. I would like to print, export or something just the summary information. Is there a way to do that? What I ended up doing was exporting to Excel and then creating a pivot table which I wouldn't have to do if I could export or print just the summary.
Thanks
Re: Explorer View with Group Summary
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02-03-2012 10:13 AM
Sounds like it would be easier to handle with Crystal Reports. Is this not an option?
Re: Explorer View with Group Summary
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02-06-2012 10:41 AM
It is an option, but I would rather do it with an Explorer view since it already exists. I have the Explorer view saved and I'm hiding the details and have this really pretty summary on screen and I just want to know if there is a way to print it or export it to Excel showing the summary only.
What I see as the options right now is write a custom crystal report that can be printed, but being exported to Excel could be problematic as a summary only (I know it's possible, but I'm not very good with Crystal Reports) or the other option is to export the Explorer view to Excel then do a pivot to summarize the data (which is much faster for me than Crystal).
I guess the answer is that the Explorer views can't be exported (or printed) as summary views only so if you need the data just the one time do a pivot table in Excel or if it's something that is needed repeatedly write a Crystal Report.
Re: Explorer View with Group Summary
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02-06-2012 10:58 AM
Not all end users are knowledgeable enough to use Crystal.
Using the Business Insights Explorer is a great tool for end users with minimal report writing knowledge.
An ability to export summary data instead of the detail would be a great thing!


