Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

Export Data from Manager SE Followup Reports to .CSV format

Manager SE: Steps to Filter Your Own Data for Custom Export File

1. Click on the Reports icon to open the report selection screen.

2. Change the ‘Report to’ output selector to ‘Screen’ as needed.

3. Double-click on *MM – Create Data Export File to begin filtering data for your export.

4. Followup tabs provide data filtering (Service Date, Category, Vehicle, Zip Codes, Mileage, New

Customer, Inactive, Recommendations, Inspections, etc); experiment to see which works best.

5. Once that filter criteria have been selected, click on Search to build the data file.

The results (Records Selected) display on the View List screen.

6. Click on Print to open a dialog window save your results data to an export file.

7. Select a familiar destination (Desktop, My Documents, etc) or use the default shown.

NOTE: Default path is c:\program files\m1-sk\teamworks\mailmerge

8. Give the report an appropriate name of your own or use the default filename.

NOTE: Default filename is Followup.csv; if you re-use it you’ll overwrite any previous

results with same filename. Output is csv (comma separated values) only.

9. Click on Save to complete the export data task.

 

NOTE: Tech Support cannot assist with questions regarding configuring or installing these third-party programs; it is up to the user to possess the skills required or to secure this expertise locally.

 

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
Viewed 6692 times since Tue, Aug 5, 2014
How To Launch SE Demo Mode
Viewed 2915 times since Wed, May 22, 2013
Late Fee Calculation - Annual Percentage Rate (APR)
Viewed 919 times since Fri, Sep 2, 2016
Use Part To Handle Fee Or Tax SE
Viewed 2411 times since Wed, Jun 6, 2012
Change Ownership
Viewed 5402 times since Fri, Jan 16, 2015
Clearing A Late Fee With F5 Batch
Viewed 3484 times since Wed, Jun 6, 2012
QuickBooks Integrator 2.0 Frequently Asked Questions- QBI 2.0 FAQs
Viewed 2289 times since Wed, May 13, 2015
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Viewed 643 times since Thu, Dec 29, 2016
How Do I Add/Edit Payment Types? SE
Viewed 10997 times since Wed, Jun 6, 2012
How to: Enable a Catalog and Link a Vendor in Manager
Viewed 3698 times since Fri, Sep 11, 2015