I created a 10 tab workbook in Financial Reporter. The first tab is consolidated and each subsequent tab is each department. I did it this way, as I needed to hard-code some data for each department to do further analysis, such as revenue per square foot. For some reason the only way I can export this as it is set up is to go into each sheet individually, make sure the date is correct, and export that sheet. I tried to do this through a statement group, but every configuration I tried did much more than what I need, which is simply the report, as set up, for the period I request. thoughts?

Thanks,
Lisa

Hi, Lisa,

Adding the multi-tab to a Statement Group and then on this screen selecting which tabs you want to be included. In your case, you'd select all of them. Perhaps this is the step you are missing?

I've tested in the most recent release of GL and this is working. What version(release date) of Ledger are you using? If this still isn't working for you, perhaps you can provide more detailed information as to the options you've selected? Thanks.

I do select every tab, but on the left side of the screen, where it says Department and Description, I am at a loss. If I select consolidated I get a million tabs, I've tried all sorts of combinations. What should I chose on the left side of the screen? Using version 9D.

Hi, Lisa,

I just tried again using * (consolidated) and only the 3 sheets in my statement (I only have 3 and selected all 3 for use in the statement group) were exported to Excel. The Name of the Sheet is perhaps misleading as it shows that I selected Consolidated, where some statements had actually had the department code Hard-Coded into them but you can adjust a statement sheet title to offset that. I've also done this using 9.0D(120207).

Now, if I select 'All Departments', that's a different story. That prints many statements for each sheet depending on the number of departeents used in my dataset. This is also how that option is meant to work.

When I use * consolidated and then select each tab, the entire consolidated company shows up on each tab even though each tab in the workbook is set for an individual department.

Hi Lisa,

Your Statement Group should have ten elements on it, one for each tab in the Workbook if you want to print a tab for one specific department.

So, add the same financial statement 10 times. The first time, select the first sheet and "*" for consolidated. Then, add another element to the Statement group, selecting the same financial statement, but this time the second sheet in the group and the department you want it to print for. Repeat this process until all the sheets have been selected.

The Excel workbook created if you export the Statement Group will have the name of the Statement Group, and the individual sheets in the workbook will have the names of the sheets exported.

I will give it a try. Thanks!

It worked! Thank you so much for your patience as I am still learning...

Have a great day.
Lisa