Forum Discussion

DugIn's avatar
DugIn
Experienced User
4 years ago

Customer Card File Detail and Activity Reports

Is there a Report that I can pull that will give me a listing  by customer of their last 12 month sales, discount rate, last purchase date, and Identifier? This info needs to be out put in a single l...
  • Mike_James's avatar
    Mike_James
    4 years ago

    Hi DugIn , the Import/Export assistant has only ever worked with text files (comma- or tab-delimited). Only the reports have the option to send to Excel.

     

    You can copy the contents of a tab-delimited text file and paste it into an open Excel worksheet for further analysis. The import/export assistant now gives you the option to display the file after the export is finished.