Jason Zander
07-23-2009, 03:00 PM
This tutorial will show you how to use Liberty to create an excel spreadsheet of all your consignors. We will be using the reports module to specify the list that we would like to generate.
First, open up the Report Module by clicking the Reports button at the top of the Inventory Module.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1434.png">
In the report module, go to the Accounts section and then click Account List
<img src="http://resaleworld.com/videos/jason/2009-07-23_1435.png">
From here, you can narrow down exactly what you want the report to generate. For this article, I want a list of all of my accounts that have ever consigned an item.
The criteria will then be Account Type: Client and Display which accounts?: Have Consigned
Important- Make sure Suppress detail info is not checked. If it is checked, the report will only give you a total number of the accounts and not any information regarding each account.
The final report settings will look as follows:
<img src="http://resaleworld.com/videos/jason/2009-07-23_1444.png">
From here, click the Preview button in the top right window.
Once the report is generated, you can look through it and make sure you can tell this is exactly the information you want. If you need to adjust anything, close out of the preview screen and adjust any settings/criteria as needed.
Here is what my report preview looks like:
<img src="http://resaleworld.com/videos/jason/2009-07-23_1443.png">
You can see a few of the account numbers were skipped in this report. Account number 2 was a retail account, thus was omitted by the Account Type: client setting. Account number 14 is also missing as they were a purchase only client account and have never consigned any items; thus omited by the Display which accounts?: Have Consigned criteria.
Now that we have the data we are looking for, it is time to export this to Excel.
At the top of the preview window, click the envelope icon.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1448.png">
This will open up the Export option menu. For the Format, you will select Comma-separated values (CSV). The Destination should say Disk file.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1450.png"> <img src="http://resaleworld.com/videos/jason/2009-07-23_1451.png">
Then click the OK button. On the next screen, you can leave the 2 boxes unchecked and click Ok.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1452.png">
Once you click ok, you will be asked where to Export the file to. This is just as if you were going to save any other file. For our purposes, we will save it directly to the desktop so we can get to the file easier. The file name will default to the name of the report. You may want to rename this to something easier to recognize. I will call mine, consignorlist.csv. Once you have named it, click the Save button.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1457.png">
I now have that CSV file on my desktop.
This will be a comma separated value file that Excel can open. You may need to do some cleanup up of the spreadsheet such as removing an informational column, but at least at this point, all the data is entered for you.
First, open up the Report Module by clicking the Reports button at the top of the Inventory Module.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1434.png">
In the report module, go to the Accounts section and then click Account List
<img src="http://resaleworld.com/videos/jason/2009-07-23_1435.png">
From here, you can narrow down exactly what you want the report to generate. For this article, I want a list of all of my accounts that have ever consigned an item.
The criteria will then be Account Type: Client and Display which accounts?: Have Consigned
Important- Make sure Suppress detail info is not checked. If it is checked, the report will only give you a total number of the accounts and not any information regarding each account.
The final report settings will look as follows:
<img src="http://resaleworld.com/videos/jason/2009-07-23_1444.png">
From here, click the Preview button in the top right window.
Once the report is generated, you can look through it and make sure you can tell this is exactly the information you want. If you need to adjust anything, close out of the preview screen and adjust any settings/criteria as needed.
Here is what my report preview looks like:
<img src="http://resaleworld.com/videos/jason/2009-07-23_1443.png">
You can see a few of the account numbers were skipped in this report. Account number 2 was a retail account, thus was omitted by the Account Type: client setting. Account number 14 is also missing as they were a purchase only client account and have never consigned any items; thus omited by the Display which accounts?: Have Consigned criteria.
Now that we have the data we are looking for, it is time to export this to Excel.
At the top of the preview window, click the envelope icon.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1448.png">
This will open up the Export option menu. For the Format, you will select Comma-separated values (CSV). The Destination should say Disk file.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1450.png"> <img src="http://resaleworld.com/videos/jason/2009-07-23_1451.png">
Then click the OK button. On the next screen, you can leave the 2 boxes unchecked and click Ok.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1452.png">
Once you click ok, you will be asked where to Export the file to. This is just as if you were going to save any other file. For our purposes, we will save it directly to the desktop so we can get to the file easier. The file name will default to the name of the report. You may want to rename this to something easier to recognize. I will call mine, consignorlist.csv. Once you have named it, click the Save button.
<img src="http://resaleworld.com/videos/jason/2009-07-23_1457.png">
I now have that CSV file on my desktop.
This will be a comma separated value file that Excel can open. You may need to do some cleanup up of the spreadsheet such as removing an informational column, but at least at this point, all the data is entered for you.