Urgent Requirement: Excel Report Configuration for Better Presentation
S
Sumit Radheshyam Murarka
started a topic
12 days ago
Dear Sir/Madam
We are currently facing an issue with the Excel reports generated through the Investwell portal. These reports, such as capital gain and other tax-related reports, need to be shared with our clients and their Chartered Accountants (CAs) in Excel format. However, the current Excel reports lack proper formatting and are not presentable.
Our specific requirements are as follows:
The Excel reports should include our company logo and details (e.g., name, contact information, and address) for branding purposes.
The reports should be professionally formatted to ensure clarity and readability.
Similar to the PDF report settings available in the portal, we need a dedicated configuration option for Excel reports to customize their layout and appearance.
This feature is critical for us to maintain professional standards and ensure that the reports meet our clients’ expectations. We kindly request that you provide a solution or an update on implementing this functionality at the earliest.
We would greatly appreciate your prompt response and assistance in addressing this matter.
Sumit Radheshyam Murarka