Copy to excel feature missing in dashboard

Epicor ERP 10
1

Please advice ,some dashboard are missing ‘copy to excel ’ function .

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To get the copy to excel functionality, you have to deploy the dashboards as assembly dashboards. The one that you are showing is a run-time dashboard. Those won’t have the copy to excel functionality.

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How to deploy as assembly dashboard?

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@anon51084001
In menu maintenance, select program type as “Dashboard Assembly”
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And before menu setup…
Remember to “deploy” your dashboard via maintenance.
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@bordway is right. As far as I’m concerned, you should ALWAYS deploy your dashboards.

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I have a question along these lines but slightly different. We added a customization(dashboard/tab) INTO our Opportunity/Quote entry. Is there a way to get this to have the CtoE functionality? Other list tabs/screens have CtoE as a rclick option(Line\List, Et al.).

Epicor_Question_CtoE.docx (218.9 KB)