We recently upgraded to AR 9.0A and our accountants like to see all our reports in Excel format. When printing the customer statistical reports I set the default to "print to a file" and save the file in Excel format but the report is not easy to work with or visually appealing. We aren't able to search or filter the information easily once it is in this format.

Is there another way to save reports in Excel format that would result in a report that looks more like the PDF format but gives us the ability to use the filtering and search functions available in Excel?

Thx. Melanie

I'd use the SmartFinder to send the fields you're interested in directly to Excel.

None of the management reports are designed to be sent directly to Excel on a regular basis (although this can be useful for specific, one-time, projects). Use the ExcelDirect button on the SmartFinder, or GridView for regular exports to Excel.

An investment in one of the PDF printers is usually a good investment as well.

Unfortunately Crystal tries to output the the report to Excel as best it can but its rarely sucessful.

A PDF document (print the report to PDF) is very searchable but not filterable. In addition to Andrew's suggestion you can also export the customer statistical information to Excel.