Forum Discussion

SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago

Export display for sales reports

Hi How do I customise the reports so that each column holds data ie the Customer Name and Debtor ID are in seperate columns not above the information. Please see attached.    
customise
Export to Excel
sales reports
  • Mike_James's avatar
    Mike_James
    2 years ago

    Hi SharonMaguire , I see your Card ID values are numeric, so you need a different formula in each column:

    A2: =IF(IFERROR(FIND("/",D3),0),A2,C3)

    B2: =IF(IFERROR(FIND("/",D3),0),B2,D3)

    and copy these down. These formulae check the values in the date column for a "/", which must be a date, as long as you don't use that symbol in a card ID.

Mike_James's avatar
Mike_James
Ultimate Partner

Hi SharonMaguire , that can't be done in AccountRight itself, but it is possible in Excel. 

 

I've attached a small example. If you modify your report columns and rows to match*, then set up the formulae in teh first two rows, and copy the second row down to the last report row. Then you should have the customer name and card ID in every row.

 

* Delete row 11 (the blank row between the column headings and the first row of data, then delete column A and insert 2 fresh columns. Format those as General before adding formulae.

SharonMaguire's avatar
SharonMaguire
Experienced User
2 years ago

Hi Mike

 

Thank you, however if I delete column A I will loose the customers name. I think I'm missing something.

  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    2 years ago

    Hi SharonMaguire , on my report, there was a very narrow column A. If yours doesn't have that, ignore that step. 

    • SharonMaguire's avatar
      SharonMaguire
      Experienced User
      2 years ago

      Thank you Mike, I will try the formula again

       

      • SharonMaguire's avatar
        SharonMaguire
        Experienced User
        2 years ago

        Hi Mike

        The formatting of numbers is causing the formula to return a TRUE even when the ID number is a text and the Dates are in Date format.

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