Forum Discussion

robcraw's avatar
robcraw
Experienced Cover User
3 years ago

Extracting data from AR into Excel

Is there a way that specific data can be extracted from AR and dropped into Excel? The MYOB for Excel Add-In has some data available but not all information.    Specifically, each Customer Card has...
  • Mike_James's avatar
    Mike_James
    3 years ago

    Hi robcraw , this field is available in the card list display. Open the card list, select customers, then right-click on the column headings, select column chooser, then look for "last sale/purchase date", double click to add it to the grid. Then right-click in the middle of the grid and select "copy list to clipboard", then open Excel and paste it to a worksheet.

robcraw's avatar
robcraw
Experienced Cover User

Thanks Gavin but the Last Sales Date isn't an exportable field unfortunately. I had hoped that might be my only option but it doesn't show.

Mike_James's avatar
Mike_James
Ultimate Cover User
3 years ago

Hi robcraw , this field is available in the card list display. Open the card list, select customers, then right-click on the column headings, select column chooser, then look for "last sale/purchase date", double click to add it to the grid. Then right-click in the middle of the grid and select "copy list to clipboard", then open Excel and paste it to a worksheet.

  • robcraw's avatar
    robcraw
    Experienced Cover User
    3 years ago

    Thanks Mike. That's exactly what I need. I greatly appreciate your help.  Cheers. Rob

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