Journal Entry Report - Export data to Excel not available?? | Community
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H
HrugDe
Level 2
March 12, 2021
New

Journal Entry Report - Export data to Excel not available??

  • March 12, 2021
  • 5 replies
  • 2384 views

Hello - I have created a Journal Entry report and it's almost perfect for our needs. The only issue we ran into is that there is no button on the Details tab to export the raw data into an Excel file or CSV. Any assistance with this?

    5 replies

    H
    HrugDeAuthor
    Level 2
    March 12, 2021

    Replying to my own question :)

    I got the "Send Report" working by specifying a TSV file type. If you specify XLS/XLSX, it won't send anything. I'm guessing this is a WF bug that should be logged and fixed: 1) Missing export button on Details tabs; 2) Send Report to XLS file does not work.

      H
      HrugDeAuthor
      Level 2
      March 12, 2021

      One more reply to my own post. Now the email with the XLSX file came through. Took about 15-20 minutes after I hit the "Send Report" button.

        kynabaker16
        Adobe Employee
        kynabaker16Adobe Employee
        Adobe Employee
        March 12, 2021

        Thank you for sharing! I'm glad the XLSX report eventually made it in.

        jerflo
        Adobe Employee
        jerfloAdobe Employee
        Adobe Employee
        March 12, 2021

        @Hrug DerManuelian‚ glad to hear this report is almost perfect for your needs. As Kyna mentioned above, thank you for sharing your feedback. Just so you know, we intentionally removed the export button on the Details tab to account for any potential performance implications. As you can imagine, this report can bring back several results (especially if not using filters). We plan to keep the "send report" functionality there for now and will watch this closely before making any other optimizations to the journal entry report. If you have more feedback you'd like to provide, don't hesitate to reach out to me directly at jeremyf@adobe.com.

        H
        HrugDeAuthor
        Level 2
        March 12, 2021

        Hi - thank you for the response. Our internal Workfront technical team suggested the same that it was likely an intentional decision related to performance. Glad to get that confirmed.

        Will be reaching out over email on another topic. Thanks again!

          J
          JohnO_
          Level 5
          July 16, 2021

          The new Journal Entry report type is fantastic. I've used it for creating dashboards which record commonly referred-to and updated custom form fields. I've also created dashboards for admin/group leads to do some sleuthing when data was changed in order to increase transparency.


          That said, the main problem is that you can't export the thing. I understand that, if you don't filter it out, you'll get an unreasonable list of results. That said, if used in a layout template on the Project/Task/Issue pages, the need to export is self-evident.


          Ideally, we should have the ability to either turn exporting ON or OFF, depending upon the type of report and where it's used.

            S
            Stacey_Robertson
            Level 5
            June 23, 2022

            As a workaround to the export, we have used send report in xlsx format. It would be nice to have it just export though.

            angielawrence
            angielawrence
            Level 4
            June 26, 2024

            Anyone else having issues with these? I have been trying to get ANY file format of my journal report to send over multiple days for HOURS and only 1 came through. And the one that did, some fields were just filled with ######. I also tried scheduling one and it didn't send. Any ideas?

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