Forum Discussion

nickf1's avatar
nickf1
Experienced User
2 years ago
Solved

Exporting daily customers

AccountRight user.

 

I'd like to create a periodical custom report of customers who I've invoiced.

 

The fields I'd like to export are:

  • Customer Name
  • Customer Address
  • Customer Phone
  • Customer email address

(but only those customers who have been invoiced within a particlar date range)

 

I'd appreciate any advice you can offer.

 

Thanks.

Nick

  • Doreen_P's avatar
    Doreen_P
    2 years ago

    Hi, nickf1

     

    Thanks for your post.

     

    As per checking, if you wish to export customer details but only those who have been invoiced on a specific date range, you can go to File > Select Import and Export Assistant and then fill out the necessary details. For further information regarding this, kindly check out the Help Article: Exporting data.

     

    Please let us know if further assistance is needed.

     

    Best regards,

    Doreen

5 Replies

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, nickf1

     

    Thanks for your post.

     

    As per checking, if you wish to export customer details but only those who have been invoiced on a specific date range, you can go to File > Select Import and Export Assistant and then fill out the necessary details. For further information regarding this, kindly check out the Help Article: Exporting data.

     

    Please let us know if further assistance is needed.

     

    Best regards,

    Doreen

  • nickf1's avatar
    nickf1
    Experienced User
    2 years ago

    Thanks Doreen - checked your solution and it works but it's a pity that phone number and email address are not offered as export fields.

     

    nickf

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, nickf1

     

    Thank you for updating us.

     

    We're glad to hear that the workaround provided worked on your end. Since the phone number and email address are not yet offered to export for customers who were invoiced, we encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

  • nickf1's avatar
    nickf1
    Experienced User
    2 years ago

    I'll try but in my experience these requests are futile.

     

    I've made many similar requests on that board over the past few years and not once has the change been actioned. 

     

    Not once.

     

    nickf

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, nickf1

     

    Thank you for your response.

     

    We're sorry to hear about that. Posting on the AccountRight Ideas Exchange board for a feature that is not yet available needs to have a vote from other users. Rest assured that we are looking into this and know how beneficial this would be for your business.

     

    Best regards,

    Doreen

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