Reports ++

Author admin acount on July 5, 2011 | Print | Bookmark
Step 1. Select the Reports ++ button on the Administration menu.

Step 2.Select the desired file option from the Spreadsheet Menu. (use inventory for this example)



Step 3. Select the "Query" button at the bottom left of the screen.

Step 4. Press the "New" button at the top right of the Saved Queries window to add a new query.

Step 5. Click on a field name in the list to add that field to the query. example 'Brand Name' then click the "Next" button

Step 6. Select from the list of operators for Brand Name. example 'Is Equal To' then click "Next" button.

Step 7. Type 'Gap' in the field, then click "Next" button.

Step 8. Click "AND" or "OR" button to use another field in the query and repeat steps 5 to 7 or go to step 9.

Step 9. Click "Finish" button and the "Yes" save query

Step 10. Enter a name for the query (enter Gap Items) to match extracted brand name or any name you prefer.

Step 11. Press the "Spreadsheet" button at the bottom of the filtered list.

Step 12. Press "New" button at the top right of Spreadsheet Layouts to add a new layout. Press the "Modify" button to change an existing spreadsheet.

Step 13. Enter a name for the new spreadsheet (use Gap Items to match extracted example query).

Step 14. From the 'Available Fields' column on the left side of the 'Define Spreadsheet Column Layout' window, double click on the field name(s) that you wish to see on the spreadsheet or use the "Add->" button to move field name to right column.

Step 15. Click the "Next" buttons to move through the nex 3 windows, then click "OK" button.

Step 16. Click the "Select" button to view the selected spreadsheet in your 'Excel' window.

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Category: RESALE CONNECTION

Last updated on July 5, 2011 with 101 views