Creating a Daily Sales Report CSV export can be utilized to import data into spreadsheets or to generate customized reports in Excel:
1. While in Setup select Reports > Setup
2. Create a new report with the 'Type' set to 'Daily Report'
3. Set the File Format to Comma Delimited
- For the name of the Report, you can called it "Daily Sales - CSV", as an example, to differentiate itself from other Daily Sales reports that may be on the list.
4. Select the 'Output' Tab
5. Set the 'Destination' to File or E-mail (you can then add this emailed report into your Daily Blast you receive each day, if applicable)
6. Select 'Display' in the Screen Options
7. Insert the File Name as 'DailySales.csv
8. Select File Format
9. Move the desired fields into the right column
10. Select Save and then Close
When opened in Excel, the columns go from Left to Right (Top to Bottom on the list), which you can import into your own desired column names. Note: Focus only exports the columns as A, B, C, etc.
1. While in Setup select Reports > Setup
2. Create a new report with the 'Type' set to 'Daily Report'
3. Set the File Format to Comma Delimited
- For the name of the Report, you can called it "Daily Sales - CSV", as an example, to differentiate itself from other Daily Sales reports that may be on the list.
4. Select the 'Output' Tab
5. Set the 'Destination' to File or E-mail (you can then add this emailed report into your Daily Blast you receive each day, if applicable)
6. Select 'Display' in the Screen Options
7. Insert the File Name as 'DailySales.csv
8. Select File Format
9. Move the desired fields into the right column
10. Select Save and then Close
When opened in Excel, the columns go from Left to Right (Top to Bottom on the list), which you can import into your own desired column names. Note: Focus only exports the columns as A, B, C, etc.
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