Forum Discussion

SharonMaguire's avatar
SharonMaguire
Experienced User
3 years ago
Solved

Export display for sales reports

Hi How do I customise the reports so that each column holds data ie the Customer Name and Debtor ID are in seperate columns not above the information. Please see attached.    
customise
Export to Excel
sales reports
  • Mike_James's avatar
    Mike_James
    3 years ago

    Hi SharonMaguire , I see your Card ID values are numeric, so you need a different formula in each column:

    A2: =IF(IFERROR(FIND("/",D3),0),A2,C3)

    B2: =IF(IFERROR(FIND("/",D3),0),B2,D3)

    and copy these down. These formulae check the values in the date column for a "/", which must be a date, as long as you don't use that symbol in a card ID.

Mike_James's avatar
Mike_James
Ultimate Cover User
3 years ago

Hi SharonMaguire , I see your Card ID values are numeric, so you need a different formula in each column:

A2: =IF(IFERROR(FIND("/",D3),0),A2,C3)

B2: =IF(IFERROR(FIND("/",D3),0),B2,D3)

and copy these down. These formulae check the values in the date column for a "/", which must be a date, as long as you don't use that symbol in a card ID.

SharonMaguire's avatar
SharonMaguire
Experienced User
3 years ago

Thank you Mike. That worked and I learnt some new formulas.

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Great!

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