I’ve been assigned to create a new Tab in the Account screen with some details. The details from the tab should be displayed in a grid, and it should have the ability to pull the reports in Excel. How can I achieve this?
Presuming you are on 6.x or above there is a utility on this site you can download called E1 user audit which has code to export a grid to excel which may be useful.
As for the data on the accounts tab, is this a 1 to many table from the account table? If so, drop a datagrid on the form and set the bind ID to accountid, edit the datagrid SQL to use your table, set the Accountid for the join under the table then add any layout and criteria you want. You also need to update the tab info under Tools > client options > main view tabs