DRye Posted January 26 Share Posted January 26 I've got a custom report that I would like to export as a .csv or .xls. The canned reports give an option to save as a .csv. When I choose "Export" from the Custom Reports menu it opens a window for where to save the file. Then it exports a .eaf file. I don't know and can't find what a .eaf file is. Am I missing something? Link to comment Share on other sites More sharing options...
n1x1 Posted February 3 Share Posted February 3 Hi @DRye, To save a customer report as a CSV file in the program: 1. Open the program 2. Navigate to "Reports" 3. Select "Customer Report" 4. Click "View" 5. A window will appear, asking you how you want to sort the column 6. Select your preferred sorting option and click "View" again 7. Choose the desired report 8. Go to the top left corner and click "Report" 9. Select "Save as CSV file." Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now