Export Sales Information
Would love to be able to Export data out of Sales/Order Entry. We like to give the salesman their sheets that has their customers on it and how much they spent for the month. We have export in AR however not in Sales/Order Entry. We can print out reports but it has way to much information on it. Would love to be able to pick and choose what they see. Thanks!
Thanks for your suggestion! We will submit this idea for review and further development.
In the meantime, you might try using the sales by salesperson or sales history reports and sorting/filtering them accordingly. Also, you can export every report from Denali into an Excel spreadsheet by using the print to text file and file type options drop-down menu in the Print Options window. Some formatting may be required, but these solutions may meet your needs.
Michael Revels commented
I am trying to save/print a sales history report in
excel but it isn't working for me. Please advise what
I am doing wrong.
Karen Brooks-Hodges commented
I have forwarded this to our Sales assistant to have her look into this method of getting what she needs. Thanks!