Exporting Reports to Excel
In Retailer 3.1, we added the option to export most reports to Excel with correct formatting. The Excel export can then be saved as a CSV file afterwards if required.
- On any report, click on the Preview after selecting your options.
- Click the Print button in the top left corner.
- Tick the box for Print to File, towards the bottom of the window.
In Type: select either Xlsx Data File or Xlsx Report File.
The Report File option will include the graphics and layout of the report, while the Data File will only include the raw data.
- In Where: click the [...] symbol to select the location where the file will be saved.
- Click OK to generate the file.
Related Articles
Loyalty Reports
Generating the Report From the main screen of Retailer, click on Reports -> Customer -> Loyalty. The following options can be configured: In Date Range section, tick Show Points Accrued For A Date Range and enter a Start Date and End Date. In ...
Discount Voucher Reports
Retailer provides the following 3 reports for Discount Vouchers: Discount Voucher Report Discount Voucher Summary Report Discount Voucher Department Summary Report Discount Voucher Report Provides a detailed report about the performance of your ...
Reports Based On Catalogues
Catalogue Listing Report This report is available from Setup -> Catalogues -> Preview. It will display a list of all of your catalogues. Select the ones you'd like to see the report on, and press OK. You will then see a report on the screen showing ...
Exporting HTML Runlists
This is for Newsagencies Only Creating an HTML run list allows run lists to be viewed through any Internet browser including those on a mobile phone or tablet running iOS, Android or Windows platforms. Runs that are exported will appear in the Town ...
Repair Reports
Retailer produces reports within the Repairs Module that provide an overview of their statuses. These reports make managing repairs much easier. To access repair reports, simply click on Print Repairs Reports on the Repairs Screen. There are 3 types ...