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Loading an Excel sheet

I'm pretty sure this is simple, and will kick myself for not being able to work it out, but I need to get a preformatted spreadsheet produced from an Action Detail - nothing clever, no need to actually export any data, just create a copy of the master sheet to allow the officer to fill in some costs and then save so it can be viewed from the Diary in future.


For the life of me i can't seem to do this - maybe the post break fog is at fault! Can any of you clever people advise please?

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john.murray
Mar 30, 2022

Hi Folks, this thread helped me out big time. I can finally get sorted lists into excel templates for faster reporting. The next issue I have is exporting to an excel template from the Actions Diary. Is this possible? And does anyone have suggested setup for EXT? I tried the same set up for the Report Generator sorted list but doesn't work.

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