Forum Discussion

robcraw's avatar
robcraw
Experienced Partner
3 years ago
Solved

Extracting data from AR into Excel

Is there a way that specific data can be extracted from AR and dropped into Excel? The MYOB for Excel Add-In has some data available but not all information.    Specifically, each Customer Card has...
  • Mike_James's avatar
    Mike_James
    3 years ago

    Hi robcraw , this field is available in the card list display. Open the card list, select customers, then right-click on the column headings, select column chooser, then look for "last sale/purchase date", double click to add it to the grid. Then right-click in the middle of the grid and select "copy list to clipboard", then open Excel and paste it to a worksheet.

gavin12345's avatar
gavin12345
Ultimate User
3 years ago

Hi robcraw 

 

Not sure if there is a report that can show this, however I do know that a Customer card export will show this date. The export creates a tab delimited file that can be opened in excel.

 

Regards

Gavin

  • robcraw's avatar
    robcraw
    Experienced Partner
    3 years ago

    Thanks Gavin but the Last Sales Date isn't an exportable field unfortunately. I had hoped that might be my only option but it doesn't show.

    • Mike_James's avatar
      Mike_James
      Ultimate Partner
      3 years ago

      Hi robcraw , this field is available in the card list display. Open the card list, select customers, then right-click on the column headings, select column chooser, then look for "last sale/purchase date", double click to add it to the grid. Then right-click in the middle of the grid and select "copy list to clipboard", then open Excel and paste it to a worksheet.

      • robcraw's avatar
        robcraw
        Experienced Partner
        3 years ago

        Thanks Mike. That's exactly what I need. I greatly appreciate your help.  Cheers. Rob