When exporting the Account Summary to Excel, the Reference column is not included, even if it is visible on screen.
This is because the Reference column is a view-only comparison column, and the export only includes the primary data columns (such as Actual, Budget, and Forecast).
This is the current design of Account Summary export, not something that can be enabled via settings.
Workaround
If you need the reference values in Excel:
- Go to Planning → Profit & Loss (P&L Report)
- Add your reference version (e.g. last year or another forecast) as a column
- Export the report to Excel
This will give you both your main data and the comparison values in the same export.
