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GCPC's avatar
GCPC
Contributing Cover User
8 days ago

Export Comprehensive Customer Data

Does anyone know how to produce a downloadable Customer Data Report with all of the info on the Card List screen?  When printing the report to CutePDF Writer not all of the info is included in the report. 

6 Replies

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    8 days ago

    Hi GCPC,

     

    The card list report includes all the details from your customer cards in one report. You can choose which fields to include by navigating to Insert/Modify > Show Hide. For more details on this, check out the guide here. If you need help with customising your report, you can find instructions here.

     

    Regards,
    Genreve

    • GCPC's avatar
      GCPC
      Contributing Cover User
      8 days ago

      Thank you for your reply, Genreve.  I have tried what you suggested again and still I am unable to produce a report with all of the information on the screen in the Customer Card List.  Can you actually produce a report with all of the information on the screen in the Customer Card List?

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        8 days ago

        Hi GCPC,

         

        Sorry if I misunderstood and thank you for confirming. If you're trying to collate information like phone numbers and card IDs from the contact list into one export, your best bet is to use the import/export assistant to export a file containing customer card data. You can read about that from this link. 

         

        Hope this helps!

         

        Regards,
        Genreve

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Does anyone know how to produce a downloadable Customer Data Report with all of the info on the Card List screen?  When printing the report to CutePDF Writer not all of the info is included in the report. 

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Moderator","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:284705":{"__typename":"User","id":"user:284705","uid":284705,"login":"Genreve_S","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2022-09-23T13:58:42.919+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/default/avatar-1.svg?time=0"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:284705"},"ModerationData:moderation_data:892278":{"__typename":"ModerationData","id":"moderation_data:892278","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:892278":{"__typename":"ForumReplyMessage","uid":892278,"id":"message:892278","revisionNum":1,"author":{"__ref":"User:user:284705"},"readOnly":false,"repliesCount":5,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"ForumTopicMessage:message:892277"},"conversation":{"__ref":"Conversation:conversation:892277"},"subject":"Re: Export Comprehensive Customer Data","moderationData":{"__ref":"ModerationData:moderation_data:892278"},"body":"

Hi GCPC,

\n

 

\n

The card list report includes all the details from your customer cards in one report. You can choose which fields to include by navigating to Insert/Modify > Show Hide. For more details on this, check out the guide here. If you need help with customising your report, you can find instructions here.

\n

 

\n

Regards,
Genreve

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"211","kudosSumWeight":0,"postTime":"2025-04-16T11:45:41.263+10:00","lastPublishTime":"2025-04-16T11:45:41.263+10:00","metrics":{"__typename":"MessageMetrics","views":16},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:AccountRight-Reports/message:892277/message:892278","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:892283"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:892283":{"__typename":"ModerationData","id":"moderation_data:892283","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:892283":{"__typename":"ForumReplyMessage","uid":892283,"id":"message:892283","revisionNum":1,"author":{"__ref":"User:user:167759"},"readOnly":false,"repliesCount":4,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:AccountRight-Reports"},"parent":{"__ref":"ForumReplyMessage:message:892278"},"conversation":{"__ref":"Conversation:conversation:892277"},"subject":"Re: Export Comprehensive Customer Data","moderationData":{"__ref":"ModerationData:moderation_data:892283"},"body":"

Thank you for your reply, Genreve.  I have tried what you suggested again and still I am unable to produce a report with all of the information on the screen in the Customer Card List.  Can you actually produce a report with all of the information on the screen in the Customer Card List?

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Hi GCPC,

\n

 

\n

Sorry if I misunderstood and thank you for confirming. If you're trying to collate information like phone numbers and card IDs from the contact list into one export, your best bet is to use the import/export assistant to export a file containing customer card data. You can read about that from this link. 

\n

 

\n

Hope this helps!

\n

 

\n

Regards,
Genreve

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