Exporting data from Export/Spreadsheets

Exporting data from Export/Spreadsheets

Create Export Template
  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. Sales Export
    2. Category: Billing
    3. Printer: Reports1
    4. Tablelink: Set table link as required
    5. Use Following Tables: Tick as required
    6. One Entry Per: Set as required
    7. Shared: Set to Yes
    8. Leave other setting as defaults
  4. Save and Exit.


Running the Export

  1. Go to Reports -> Export Spreadsheets
  2. Select Category you have saved export under
  3. Double click Export Name. E.g. Sales Export
  4. The filters page will open. Select filters as required, eg. Bill Date Range
  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
  7. Click Export and choose location and filename. Usually best to save to the desktop.
  8. If using Vetlink on cloud you can then copy csv file to your local computer to open file in excel.
  9. The export contains all columns so just delete what you don't need.
  10. Remember to save as a xlsx file if you do any formatting or formula's.

    • Related Articles

    • Clients Who have Not Bought a Product Export

      CREATE EXPORT TEMPLATES You will need two templates. One template to export All clients and one Template to export the Clients who have already brought the item. Template 1: All Clients Go to Reports -> Export Spreadsheets Click Add New and then Yes ...

    • Client Product Purchase Lapsed

      This article is to show how to find clients that purchased a particular product (or product category) in a one period but have not purchased again in another. Eg. Which Client purchased pet food in first 6 months of the year but have not purchased it ...

    • Estimates / Quotes that have NOT been Converted to Bill

      Show quotes or estimates that have NOT been converted to a bill. Conversions are only recorded from v7.1.1 Create as export spreadsheet so the can export to csv select BM."Ref_Number" "Transaction Num", case when BM."Type" = 7 then 'Quote' else ...

    • MyVet App / Client Portal Demo

      To check out the MyVet app and client portal web login you can use the following details. MyVet For the MyVet app go the the app store and download the MyVet App by computer fanatics limited When you open select Country = NZ, My Region  = Auckland, ...

    • Estimates / Quotes that have been Converted to Bill

      Show quotes or estimates that have been converted to a bill. We don't have way of showing which bills it has been converted to and will only record conversions from v7.1.1 Create as export spreadsheet so the can export to csv select BM."Ref_Number" ...