Exporting Reports

Report Types

There are 4 Exports available in Executive:

• Customer
• Top Customer
• Sales
• Inventory

Export Steps

To export a Customer List report (Sales, Inventory, and Top Customer reports follow the same procedure):

• Go to Reports->Customer->Customer, and select your filtering criteria.
• Choose option Export to Text File.
  • (Note: Choosing the Export to Text File is it's own option, and is not used in conjunction with other reports)
• Click on the Print icon in the bottom left corner, and it should alert you that a file has been exported to the specified location. By default, this file is saved in C:\Executive, and this one is named Customer.txt.
• Open MS Excel, and choose open.
• Navigate to the directory the file is saved in, choose to view files of type 'text' at the bottom of the file selection box, then select and open the text file. This will open up a wizard for importing text files to Excel.
  • On the first screen, make sure 'Delimited' is selected and click next.
  • On the second screen, check the box beside 'Comma' and click next.
  • On the final screen, make sure the default column data format is 'General'.
  • Click Finish, and your customers should be exported and properly formatted for Excel.
• You can then go through and sort/edit this spreadsheet however you'd like. Make sure to save it as an Excel file when you are finished, as it may try to re-save as a text file again.

Access Exports

There is also the ability to export regular reports, by previewing them and choosing Export->Excel File. As this is an Access export to Excel, instead of an Executive specific CSV export, the file formatting is not controlled, and may need some editing. It's advised to use the Executive CSV Exports whenever possible.

For more information on Exporting reports for mailings, please see the October 2011 Newsletter