In Classic when our users had a grid with groups and/or summarizes it’d export to excel the same way. In Kinetic UI it’s just a flat grid. Our users are asking if there there is any way to enable the export like Classic?
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HI Randy,
The difference in formatting in my experience has to do with whether the grid is populated by a grid model or provider model. When I enable export from the grid model, the grouping etc remains in the export. (2024.2)
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Ah, it’s a BAQ dashboard grid so it’s using provider model.
You can use grid model if you like.
Many of our dashboards are populated via kinetic-BAQ actions. If you populate this way and remove the baq ID parameter and is default checkbox from the provider model, the export formatting will come from the grid model. You will also need to fill out the export to excel section in the grid model section.
Does that work with search filters?
Yes, it exports whatever the grid is filtered/ grouped to in the grid filters.
If you are referring to tracker style filters, that is why we are using the BAQ action most of the time.
Usually, we are populating grids this way to pass BAQ parameters to the BAQ from objects on the dashboard where the parameters are applying to more than one field/table in subqueries. Ran into the export formatting because of this and made it more standard for grids commonly exported.
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I’ll have to try this. I have always used the provider model as Epicor showed us for dashboards.