Exporting P.O. Line Detail Reports to Excel

Exporting P.O. Line Detail Reports to Excel

Introduction

The purpose of this wiki is to give a step-by-step guide on how to export the P.O. Detail Line Report to Excel using various formats. 

P.O. Line Detail Report

From the main menu, select:

  • P.O.
  • Reports
  • P.Order Line Detail Report

Under "Report For", ensure "Styles" is selected.
Select the P.O.'s you wish to view in the report.
Click "Proceed".


Running the report for all data

Under "Report", select "All Data".

Enter the desired date range under "Completion Date Range".

Under "All Data Report Options", select "Export to Excel".

  • Note: select the option "Condensed" if preferred.

Specify both the "Excel Output File Path" and "Output File" name.

Click Proceed.



Sample report

A report will be generated, similar to the following:




Running the report only for open P.O.'s

Under "Report", select "Open".

Enter the desired date range under "Completion Date Range".

Under "Open PO Report Options", select "Export to Excel".

Specify both the "Excel Output File Path" and "Output File" name.

Click Proceed.


Sample report

A report will be generated, similar to the following:


















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