Exporting Transaction Information

[philip-l]

Hi,

Is anyone else unable to export transaction information and the vendor sales report? I use these to import sales in to my finance system as an linking options are terrible, information is always incorrectly transferred, and doesn't mean specific needs like report 'Sale or Return' items to suppliers etc. There also seems to be no custom date setting.

Thanks

Philip

[k_atie · Accepted solution]

Hi @Robert63, you should definitely be able to export using a Chromebook. What happens when you try to export? Can you share a screenshot as @nell_a suggested, please? This will allow us to better diagnose the issue. 

[Robert63 · Accepted solution]

Hi @k_atie you can see above that I have data to export however the export always comes out corrupted on the CSV files...

[Breffni]

Hi @philip-l, thanks for your post. 

Is there a particular error you're getting when trying to download these reports? 

I'm not sure I fully understand if there's an issue here or if you are looking for some additional information within the reports themselves 

I downloaded a copy of my Vendor Report which can be edited to a custom date, I'll leave some images below. 

If you can reply back with some additional details, I can assist further. 

[Breffni]

Hi @philip-l I just saw your comment on another post and realised I believe this was due to an issue we had with some of our services over the weekend which should now be resolved. 

Apologies for the inconvenience, can you confirm if you can now see your reports correctly? 

[Robert63]

Is it possible to export using a Chromebook it doesn't seem to work for me?

[nell_a]

Hi @Robert63 

I use a Chromebook. Can you describe and/or send a screenshot of the error so I might be able to comment further?

Thanks 

[Robert63]

[Robert63]

Hi @nell_a 

This is how the file looks once I open it after download. 

[Robert63]

and this is the content that I am Exporting

[k_atie · Accepted solution]

Hi @Robert63, you should definitely be able to export using a Chromebook. What happens when you try to export? Can you share a screenshot as @nell_a suggested, please? This will allow us to better diagnose the issue. 

[Robert63]

[Robert63 · Accepted solution]

Hi @k_atie you can see above that I have data to export however the export always comes out corrupted on the CSV files...

[nell_a · Accepted solution]

Hi @Robert63 

This is something I have noticed and for a while, I thought there was no solution.... but there is!

All you need to do is click FILE > SAVE AS GOOGLE SHEETS. This will convert it from a CSV into a Google Sheets file and hey presto your data is visible.

Let me know if it works, or doesn't work for you.

[Robert63]

@nell_a hallelujah 🙌 thank you for the simple solution 👏 🙏