I've been trying to export form records to excel specifically 2 data fields "Request_ID" and "Serial". I have a blank spreadsheet with the same headers that I use as a template. I tried to export directly from the form but not sure if the record source local query isn't allowing it:

SELECT KitUpdates.KitUpdateID, KitUpdates.RKDID, RKD.RKDConfig, KitUpdates.Request_ID, BOXI_RawDataImport.SERIAL, KitUpdates.ACNo, KitUpdates.InductionDate, KitUpdates.KitNeedDate, KitUpdates.FinalDDD, KitUpdates.RMComments
FROM RKD INNER JOIN (KitUpdates INNER JOIN BOXI_RawDataImport ON KitUpdates.Request_ID = BOXI_RawDataImport.REQUEST_ID) ON RKD.RKDID = KitUpdates.RKDID;

Not sure if because the data is coming from 2 tables for "Request_ID" and "Serial" that is causing the issue?

The form name is KITACScheduleFSF with all records (KITUpdates = KUID label) relate to "RKDID" See Pic

The excel file should display data from the form "See Pic" the excel file has headers already contained for the end user

I did create a query with the same data "See Pic" in case that's an option to use here is the SQL:

SELECT KitUpdates.KitUpdateID, KitUpdates.RKDID, KitUpdates.Request_ID, BOXI_RawDataImport.SERIAL
FROM KitUpdates INNER JOIN BOXI_RawDataImport ON KitUpdates.Request_ID = BOXI_RawDataImport.REQUEST_ID;

This is what the code basically does. It opens the template "AC Schedule.slsx" then adds the data from the form then renames it and saves it to a different folder. Most works fine except for exporting the data to Excel

The code as shown is my attempt to call the query "RequestIDSerialQ" I'm sure there is a better way:

code

Sub OpenSpecific_xlFile()
    ' Late Binding (Needs no reference set)
    Dim oXL As Object
    Dim oExcel As Object
    Dim sFullPath As String
    Dim sPath As String
    Dim newFileName As String ' New filename
    
    ' Create a new Excel instance
    Set oXL = CreateObject("Excel.Application")
    
    ' Only XL 97 supports UserControl Property
    On Error Resume Next
    oXL.UserControl = True
    On Error GoTo 0
    
    ' Full path of excel file to open
    On Error GoTo ErrHandle
    sFullPath = "C:\Users\c365335\Desktop\Kit Status N Shipping DB\Template\AC Schedule.xlsx"
    '"\\NOS\Data\Retrofit_Kits\Template\AC Schedule.xlsx"
    
    ' Open it
    With oXL
        .Visible = True
        .Workbooks.Open (sFullPath)
        
        ' Collect the new filename from form fields (adjust these lines based on your form fields)
        newFileName = Me.RKDID.Value & "_" & Me.RKDConfig.Value & "_" & "AC_Schedule" & ".xlsx"

   Call ExportToExcel

    .ActiveWorkbook.SaveAs "C:\Users\c365335\Desktop\Kit Status N Shipping DB\RKD AC Schedules\" & newFileName
        '"\\NOS\Data\Retrofit_Kits\RKD AC Schedules\" & newFileName
    End With
    
ErrExit:
    Set oXL = Nothing
    Exit Sub
    
ErrHandle:
    oXL.Visible = False
    MsgBox Err.DESCRIPTION
    GoTo ErrExit
End Sub


Sub ExportToExcel()
    ' Obtain the RKDID value for the active form (you should replace "YourControlName" with the actual control or variable)
    Dim RKDID As Long
    RKDID = Forms!KITACScheduleFSF!RKDID
    
    ' Modify the SQL query to include a WHERE clause that filters records based on the RKDID
    Dim strSQL As String
    strSQL = "SELECT Request_ID, SERIAL FROM RequestIDSerialQ WHERE RKDID = " & RKDID
    
    ' Export the filtered records to an Excel file
    DoCmd.OutputTo acOutputQuery, "RequestIDSerialQ", acFormatXLSX, "newFileName", False, "", , acExportQualityPrint
    
    ' Optionally, open the exported Excel file
    ' Shell "C:\Path\To\Your\Excel\File.xlsx", vbNormalFocus