|
|
|||
|
|||
|
We are having a problem filtering the Advanced Data Export results when exporting Charges. For our purposes, we need to export the table filtered by date, Billing Status, and "Stage". We can successfully filter by date, we we can't figure out how to filter the export results by Billing Status and Stage. Here is what we are doing, step-by-step:
1. Change the year of the start date to "2000" (in order to see all records) 2. Uncheck the "Not Billable" Billing Status filter box 3. Uncheck the "Billed (B)" Stage filter box 4. Open the Advanced Data Export option of the Excel Export tool 5. Load our saved Export Field Template 6. The "Defining a Filter" dialog box then opens. We set a filter based on "Date". I suspected that our problem may have been that we were not filtering for "Billing Status" and "Stage" values, but neither of those fields appear in the Field Name drop-down option boxes (although they DO appear in the Sort drop-down option boxes). 7. We then export the spread sheet, but it always includes ALL records within our date range filter. I had assumed that after filtering the Charges list with the Charges window filters (Item Group, Billing Status" and "Stage", as well as "Account", "Employee" and Date Range, that only the charges showing in the Charges window would be included in the Export but that does not seem to be the case. Since the two other fields we need to filter by do no appear in the filter drop-down boxes of the "Defining a Filter" dialog box, how to we filter the results for our needs? This is extremely important for our accounting purposes, and it needs to be an Advanced Data Export because we need to filter the fields exported and the order in which the fields appear in the resulting Excel spreadsheet. Please advise. Thank you. |
|
|
|||
|
|||
|
bdbrower,
The Advanced Filter Option indeed has a separate and different filtering options than the data windows. It is a stand alone window that can be accessed from the main application Tools menu. You can use the filter criteria you defined in the Charges window by using a standard table export. After filtering the Charges list as required, right click above the list of Charges and select Table Options > Export, and select to export to Excel. All fields listed in the Grid/Table will be exported. If some fields are missing you can first add them to the table (again from Table Options > Add/Remove Columns). When using the stand alone advanced export wizard you cannot filter by Status and Stage. In that case you'll need to filter by other fields (if any), export the data, and in Excel sort the rows by the exported Status or Stage and optionally delete the rows you do not need. Regards, Rinat |
