Forum Discussion

CMSKLH's avatar
CMSKLH
Contributing Cover User
3 years ago

Unable to export customer list report

Trying to export customer list report and Excel, CSV & TSV all greyed out. Only allows PDF & XPS export. Can export other reports but not this one.
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi CMSKLH 

     

    Would you mind clarifying what is the exact report name that you are trying to export out? As certain reports like the Card List [Detial] report is not able to be exported to Excel.

    In saying that, there are really good, and I would argue better, alternatives:

    • Exporting out the card information through File>>Import/Export Assistant -- Export Data. This would give you a txt file that can be opened up in Excel.

    • Use the Cards List window i.e. navigate to Card File>>Cards List>>Customise the window as required (add columns, sort...). When suitable, right-click on the data and select Copy List to Clipboard. This would allow you to paste that information you had on screen into Excel or another similar application. Check out The Card Lists for more information on that option.
Steven_M's avatar
Steven_M
Former Staff

Hi CMSKLH 

 

Would you mind clarifying what is the exact report name that you are trying to export out? As certain reports like the Card List [Detial] report is not able to be exported to Excel.

In saying that, there are really good, and I would argue better, alternatives:

  • Exporting out the card information through File>>Import/Export Assistant -- Export Data. This would give you a txt file that can be opened up in Excel.

  • Use the Cards List window i.e. navigate to Card File>>Cards List>>Customise the window as required (add columns, sort...). When suitable, right-click on the data and select Copy List to Clipboard. This would allow you to paste that information you had on screen into Excel or another similar application. Check out The Card Lists for more information on that option.
CMSKLH's avatar
CMSKLH
Contributing Cover User
3 years ago

Thank you.

It was the the Card List [Detail] report I wanted.  I was trying TSV, CSV and Excel exports.  I just thought it odd that the Card List [Summary] exported fine.

I have now used the Export Assistant as you suggested and it appears to have worked as needed.

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