Forum Discussion

GCPC's avatar
GCPC
Contributing Cover User
9 months 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 re...
GCPC's avatar
GCPC
Contributing Cover User
9 months 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
9 months 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

  • GCPC's avatar
    GCPC
    Contributing Cover User
    9 months ago

    Hi Genreve,

    Thanks, but it doesn't really help.  I need to produce a list of all the info on the screen in the Customer Card List.  The link provided doesn't help.  Is there no way to produce the list.  I can't give the whole MYOB file to a prospective buyer of the business.  I just want to provide an Excel file with all of the info needed for all Customers.

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      9 months ago

      Hey GCPC,

       

      While you can't directly download the Customer Card List into Excel, you can still export the info you need. It's just slightly different path. You'll want to go through the this link then look under "Cards - customers" for detailed steps. If you're still having issues with this, you can reach out to our support team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

       

      Cheers,

      Doreen

      • GCPC's avatar
        GCPC
        Contributing Cover User
        9 months ago

        Hi Doreen,

         

        Thanks for your message.  I tried the link and it doesn't export to an Excel file that can be uploaded into other accounting software & with all of the info on the Customer Card List screen.  I have also tried the Live Chat and kept being linked with someone in NZ about NZ Accounting, so I have lodged a written query.  Hopefully I get an answer that works.

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