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pierre rochon

Downloading sales report

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Is there a way  to download a sales report as a PDF or Excel file? 

 

I'm only able to download a CSV file and DACS asks for PDF or Excel.

Edited by pierre rochon

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If you have excel, you can open a csv file and the re save in whatever format you want.

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csv is an Excel file. That's what I send to DACS.

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If you work on a csv file in "Numbers" on a mac and save it it becomes a "Numbers" spreadsheet and DACS cannot read it. I have had that happen to me.

 

Allan

 

 

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Only referring to Excel. I think the OP is too.

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I just sent the CSV file to DACS. Thanks for your answers.

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I can't see where you download a CSV file.  Can someone direct me please?  It used to be quite obvious.

 

Thank you,

 

Kathy

 

 

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2 minutes ago, Kathy deWitt said:

I can't see where you download a CSV file.  Can someone direct me please?  It used to be quite obvious.

 

Thank you,

 

Kathy

 

 

"Download sales report" on dashboard to the right of cleared balance.

Then download with the relevant columns.

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50 minutes ago, spacecadet said:

"Download sales report" on dashboard to the right of cleared balance.

Then download with the relevant columns.

 

Of course, thank you.  It doesn't seem to work with my version of excel though, seems to be the wrong format, hmm, or maybe the Excel version is too old. V 14.0.0 Mac 2011?  I never use Excel and am not at all familiar with it.

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Try setting your dates, then press “go” , before selecting download. 

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52 minutes ago, Kathy deWitt said:

 

Of course, thank you.  It doesn't seem to work with my version of excel though, seems to be the wrong format, hmm, or maybe the Excel version is too old. V 14.0.0 Mac 2011?  I never use Excel and am not at all familiar with it.

I'm using Excel 2010, but on a PC.

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24 minutes ago, Cecile Marion said:

Try setting your dates, then press “go” , before selecting download. 

Yes, I did this thank you.

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My version of excel is about the same, though I haven’t checked. I downloaded and opened a file just the other day, but did have to fiddle with the program first. I’ve kept my excel up to date though, installing any new updates. 

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No fiddling here, and no updates.

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Good point.

Before excel would even recognize the CSV file I had to select something like “view all files” within the program. 

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1 hour ago, Kathy deWitt said:

 

Of course, thank you.  It doesn't seem to work with my version of excel though, seems to be the wrong format, hmm, or maybe the Excel version is too old. V 14.0.0 Mac 2011?  I never use Excel and am not at all familiar with it.

 

My Mac Excel version is 14.7.7

Here's what I did:

Open Excel

From Alamy dashboard select download>sales report

Select dates, date paid, date of invoice, etc

Click "go"

Click "download" noting download destination of the files

In Excel: Select file>open

at bottom of window select "enable all files"

You should be able to navigate to and open your downloaded file from here.

 

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5 minutes ago, Cecile Marion said:

Thanks Marion,  It seems I can post here again.  I have managed to do this.  The layout looks peculiar but perhaps the recipient can sort this out.  

 

 

5 minutes ago, Cecile Marion said:

My Mac Excel version is 14.7.7

Here's what I did:

Open Excel

From Alamy dashboard select download>sales report

Select dates, date paid, date of invoice, etc

Click "go"

Click "download" noting download destination of the files

In Excel: Select file>open

at bottom of window select "enable all files"

You should be able to navigate to and open your downloaded file from here.

 

2 hours ago, spacecadet said:

"Download sales report" on dashboard to the right of cleared balance.

Then download with the relevant columns.

 

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CSV can be opened in Excel with no issues, it's an excel extension actually. Speaking of pdf, you could convert the report to this, there are dozens of editing tools allowing to do so, like this, as an example edit-pdf.pdffiller.com/ but consider it as a paid one, as well as the result you get can be formatted inproperly

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On 2/14/2018 at 15:52, Kathy deWitt said:

 

Of course, thank you.  It doesn't seem to work with my version of excel though, seems to be the wrong format, hmm, or maybe the Excel version is too old. V 14.0.0 Mac 2011?  I never use Excel and am not at all familiar with it.

 

It may just be that the column width isn't wide enough, this happens to me. Open the CSV in Excel and if the date columns appear to be full of ##### just right click the column header and increase the width to 12. CSV files should be readable in pretty much any version of Excel.

 

Mark

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On 2/6/2018 at 15:56, Allan Bell said:

If you work on a csv file in "Numbers" on a mac and save it it becomes a "Numbers" spreadsheet and DACS cannot read it. I have had that happen to me.

 

Allan

 

 

 

You can export from Mac Numbers to Excel format. File>Export to>Excel...

 

Mark

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13 hours ago, M.Chapman said:

 

You can export from Mac Numbers to Excel format. File>Export to>Excel...

 

Mark

 

Thanks Mark

 

Allan

 

 

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