CREATE EXPORT TEMPLATES

Template 1: All Clients

1. Go to Reports -> Export Spreadsheets
   
2. Click Add New and then Yes to design new Report
   
3. Fill in Report Properties
   
1. Name: As required. E.g. Client Export
   
2. Category: Usually under Client
   
3. Printer: Reports1
   
4. Table Link: Cln->Anm->Bil
   
5. Use Following Tables: Tick Clients, Client addresses and Client Contact.
   
6. One Entry Per: Set to Client
   
7. Leave other setting as defaults
   
4. Save and Exit.
   

Template 2: Clients who Have already brought Item

1. Go to Reports -> Export Spreadsheets
   
2. Click Add New and then Yes to design new Report
   
3. Fill in Report Properties
   
1. Name: As required. E.g. Clients Who have brought Item
   
2. Category: Usually under Client
   
3. Printer: Reports1
   
4. Table Link: Cln->Bil->Anm
   
5. Use Following Tables: Tick Clients, Bill, Bill Items, Products
   
6. One Entry Per: Set to Client
   
7. Leave other setting as defaults
   
4. Save and Exit.

RUNNING EXPORTS

Export for All Clients

1. Go to Reports -> Export Spreadsheets
   
2. Select Category you have saved export under
   
3. Double click Export Name. E.g. Client Export
   
4. The filters page will open. Select filters as required, eg. Last Visit Dates
   
5. Click Next and Details for Export File will open
   
6. Fill in Export Settings. Depending on preference on combo can be used but standard setting are;
   
1. Fieldnames in File: Tick
   
2. Surrounds fields with: Double Quote
   
3. Separate Fields with: Comma
   
4. Folder: Location to save file.
   
5. FileName: Filename to save file as (no extension required, it will save as CSV).
   
7. Click Export to Export file. 
   

 

Export for Clients who Have already brought Item

1. Go to Reports -> Export Spreadsheets
   
2. Select Category you have saved export under
   
3. Double click Export Name. E.g. Clients Who have brought Item
   
4. The filters page will open. Select filters as required, eg. Bill Date Range, Product or Product Category
   
5. Click Next and Details for Export File will open
   
6. Fill in Export Settings. Depending on preference on combo can be used but standard setting are;
   
1. Fieldnames in File: Tick
   
2. Surrounds fields with: Double Quote
   
3. Separate Fields with: Comma
   
4. Folder: Location to save file.
   
5. FileName: Filename to save file as (no extension required, it will save as CSV).
   
7. Click Export to Export file. 
   

   USE EXCEL TO FIND CLIENTS WHO HAVE NOT BROUGHT ITEM

1. Open both files in excel.
   
2. Copy everything on Clients Who have brought Item workbook to new worksheet on All Client workbook.
3. Remove columns from both worksheets that are not needed to make it easier to manage. Make sure you leave the Client Number field.
   
4. On All Clients worksheet had a new column to the end called Bought Item.
   
5. Use Vlookup function to see if client is also on the Bought Item worksheet.
   
1. Eg. =VLOOKUP(A2,'Brought Item'!A:K,1,0)
   
6. Copy formula down entire column
   
7. Sort the Bought Item column alphabetically.
   
8. If there is a client number then the client has bought the item, if the value is #N/A the client has not bought the item.