Method:Classic General Q&A

Re: generating csv reports from w.o.

InstaDRY — Wed, 12 Nov 2014 02:07:47 GMT

Noel,

Thank you!! Your awesome!!

Re: generating csv reports from w.o.

Method_Noel — Tue, 11 Nov 2014 17:18:22 GMT

Hi InstaDRY,

For the button you have created, try using the Export Grid to Excel action.

This action will generate an excel spreadsheet that mirrors the Work Order list grid in its current state. You can then save it as a CSV.

You can define which columns appear in the grid by clicking on the 'Customize Columns' cog wheel in the botton right corner of the grid.

Noel

Re: generating csv reports from w.o.

InstaDRY — Tue, 11 Nov 2014 11:22:08 GMT

My apologies for the communication issue, but I cannot get the elements of the work order into the csv. I'm trying to get that completed into a report within a selected group.

generating csv reports from w.o.

InstaDRY — Mon, 10 Nov 2014 11:43:24 GMT

I've been trying to pull reports from the work orders into a csv file format. Here's what we have been doing:

we have added a button to pull reports on the work order screen:

Generated the basic report with the following format:

But no matter or what we do, this is the result when generating the report:

What is the best way to get the elements from the work order list into a CSV format?