Export of Data in AR
In AR, you can export data however if you try and export the Master report it looks like a jumbled mess. There is no way you can even try and fix it. Even the smaller reports exporting there are all kinds of blank cells and the data isnt' even lined up. I am trying to export my AR for credit reporting and it's been a nightmare. It simply doesn't work efficiently. I would like to be able to pick cells that I wish to see in my export data excel worksheet. This is really broken.
Thank you for the suggestion!
There are many ways to export information in Denali. If there is a specific format that is needed, our Customer Service representatives may be able to help. Many of the reports in the system will export directly into a columnar Excel format. We will also be adding more expanded export capabilities in the future.
Feel free to contact customerservice@cougarmtn.com to find out if more suitable options are available.
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Lisa King commented
Please correct where the reports print to - very hard to find the report to merge to or with after exporting from Denali.