I am trying to utilise our customer information in other platforms outside of myob for marketing purposes. A function that will be useful is able to generate a card list report which can filter by card created date. This data can be then exported into excel with the other fields like those in "Card list [detail]"
"Filter by date created for customer card export report"
Hi Pen2y,
I've seen a number of people looking for this sort of detail in customer reporting. The post at https://community.myob.com/t5/AccountRight-Getting-started/Very-few-fields-available-when-trying-to-Print-Customer-Cards-or/m-p/760135 has a couple of useful suggestions:
Alternatively, if you would like a solution similar to 'Myob for Excel' but with the complete MYOB dataset available, you could use software we have developed: https://www.mybi.com.au. Please contact me here or through the MyBI web site if you would like more information on this option.
Regards,
Clancy
