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Exporting daily customers

nickf1
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Exporting daily customers

AccountRight Standard user.

 

I'd like to create a periodical custom report of customers who I've invoiced.

 

The fields I'd like to export are:

  • Customer Name
  • Customer Address
  • Customer Phone
  • Customer email address

(but only those customers who have been invoiced within a particlar date range)

 

I'd appreciate any advice you can offer.

 

Thanks.

Nick

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Doreen_P
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Re: Exporting daily customers

Hi, @nickf1

 

Thanks for your post.

 

As per checking, if you wish to export customer details but only those who have been invoiced on a specific date range, you can go to File > Select Import and Export Assistant and then fill out the necessary details. For further information regarding this, kindly check out the Help Article: Exporting data.

 

Please let us know if further assistance is needed.

 

Best regards,

Doreen

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nickf1
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Re: Exporting daily customers

Thanks Doreen - checked your solution and it works but it's a pity that phone number and email address are not offered as export fields.

 

nickf

Doreen_P
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Re: Exporting daily customers

Hi, @nickf1

 

Thank you for updating us.

 

We're glad to hear that the workaround provided worked on your end. Since the phone number and email address are not yet offered to export for customers who were invoiced, we encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

Best regards,

Doreen

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nickf1
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Re: Exporting daily customers

I'll try but in my experience these requests are futile.

 

I've made many similar requests on that board over the past few years and not once has the change been actioned. 

 

Not once.

 

nickf

Doreen_P
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Re: Exporting daily customers

Hi, @nickf1

 

Thank you for your response.

 

We're sorry to hear about that. Posting on the AccountRight Ideas Exchange board for a feature that is not yet available needs to have a vote from other users. Rest assured that we are looking into this and know how beneficial this would be for your business.

 

Best regards,

Doreen

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