I have a simple access report that displays financial data by account number. It has account number, account name and a total. I am grouping and summing by account number. It works great. My client wants to have a version that exports into excel. I thought it would be a simple matter of using the export feature in excel. However, the account number and name, in the summary section do not display in the export to excel. I can export it to text and see the data.
I must be missing something very simple. Or is this a classic “Microsoft slap upside the head” where something that should be simple is not.
The report is very simple. I have attached two screen shots. I added a detail line just for testing. I only want the summary level by account.
Office 2010 for both access and excel.