Administrator Guide 2017
Export Reports in a List

Step 1. Create an Excel spreadsheet template

  1. Open the Export Report List template and edit it appropriately.

Step 2. Upload spreadsheet to magic5

  1. Open the list of Lists from the Setup/Maintenance menu.
  2. Click on the List entries link for Spreadsheet formats (Export forms) .
  3. Click on the item you wish to upload to or Add Item.
  4. Enter (or amend) a meaningful name in the List Entry tab. 
  5. Open the first Additional Attributes tab.
  6. Click on the link to Add attachment.
  7. Click on Select to browse your computer and select the saved spreadsheet created above.
  8. Save Upload.
  9. Save List entry.

 

Step 3. Export selected reports to the spreadsheet

  1. Select Complete, Unallocated or Released reports as required.  Tailor the list using the drop areas for date, customer, location or template.
  2. Click on Custom export.
  3. Select the spreadsheet created in step 2.
  4. Click Export and follow the instructions for opening the spreadsheet.