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. 

DugIn's avatar
DugIn
Experienced User

Hi Jennifer again. I have just used the Export Assistant to pull a report similar, but it does not export it to Excel only text. 

The process was Card File>File> Import/Export Assistant, I then followed the prompts. As I said sadly it come out in a TXT File into Notepad, and the fields with in the report are all scattered. Dumbfounded why it couldn't export to Excel. Any suggestions.  

Mike_James's avatar
Mike_James
Ultimate Partner
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. 

  • DugIn's avatar
    DugIn
    Experienced User
    4 years ago

    Thanks for that gem Mike_James . Didn't know you could do that. Brilliant. Problem solved. You win the Maze Master Medal. Really appreciate the advice. 

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