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Unable to schedule a Pivot/Multilevel Pivot report in excel format - Support and Troubleshooting
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  • Unable to schedule a Pivot/Multilevel Pivot report in excel format
KB0824677

Unable to schedule a Pivot/Multilevel Pivot report in excel format


498 Views Last updated : Jan 3, 2025 public Copy Permalink
KB Summary by Now Assist

Summary

Unable to schedule a Pivot/Multilevel Pivot report in excel format.

Pivot or Multilevel pivot reports can only be scheduled in PDF format. Screenshot below :

 

 

Unfortunately, we do not have the feasibility to schedule a pivot or multilevel pivot reports to excel.

This is working as designed and this functionality was never there in the OOB platform. If you need this functionality, it would be considered as an IDEA.

This would be a great candidate for an IDEA request to be implemented in future releases.

Please follow the KB article KB0755878 - Idea Management for customer enhancement requests while submitting an IDEA request. You can create an IDEA request with proper business justification and all the details about your request.

Related Links

You can refer the Automate Report Distribution for more details


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