Very few fields available when trying to Print Customer Cards. (or any cards)
MYOB only allows Name, Phone, Type, Balance. This is hopeless. I should be able to select any fields to give me a print of Cards.
Forum Discussion
Hi Ian-Belgamba
Just to add to Lisa's ( LRBooks61 ) advice, the Card List (Summary) report displays the Name, Phone, Type and Balance. You can add the Status, Card ID and Custom List fields to this report by clicking on Insert/Modify>>Show/Hide.
The Card List (Detail) report displays all card information. You can customise this report by clicking on Insert/Modify>>Show/Hide.
Please let us know if you need further information.
Hello Tracey,
Thank you but the Card List (Detail) report that you recommended prints one page per customer. I ended up with a 400 page report. All I want is a spreadsheet with one customer per line (as per the Summary report) but with the option to choose different fields to display as columns. Cheers, Ian
Hi Ian-Belgamba
You can customise that report by clicking on Insert/Modify>>Show Hide.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Thanks Tracey, I am aware of how to insert/modify and select from available columns, but the problem is still that this option only applies to the Card List [Detail] report which prints one customer per page. I want a tabular format as per the Card List [Summary] report but this does not give those options that you described. I want a customer list report on a few pages which I can put into Excel and copy their email addresses. I dont want a 400 page report. Cheers, Ian
Hi Ian
I would suggest you try using the Import and Export assistant (Located under the "File" menu
1. Select Export Data
2. Select Cards and Customer Cards
3. Select Tabs or Commas doesn't matter
4. Select field from left Column Click Add button to transfer to fields to export (Scroll down to find Co./Last Name
5. Select Export
6. This will create a text file which can be opened in Excel
