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
Creating A Manual Purchase Order
Viewed 10987 times since Wed, Jun 6, 2012
Prior Release Details
Viewed 3127 times since Fri, Nov 20, 2015
Clearing A Late Fee With F5 Batch
Viewed 4608 times since Wed, Jun 6, 2012
How to Add Exceptions to AVG Anti-virus
Viewed 2618 times since Tue, Aug 9, 2016
Change Sequence of Line Items on Order Screen SE
Viewed 4977 times since Wed, Jun 6, 2012