Import/Export Assistant: Cards - Card creation date field

[pen2y]

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"

[Digiwise]

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-... has a couple of useful suggestions:

• Export customers using the Import and Export assistant
• Install the Myob for Excel addon https://help.myob.com/wiki/display/ar/Getting+started+with+MYOB+for+Excel

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