We are having a problem filtering the Advanced Data Export results when exporting Charges. For our purposes, we need to export the table filtered by date, Billing Status, and "Stage". We can successfully filter by date, we we can't figure out how to filter the export results by Billing Status and Stage. Here is what we are doing, step-by-step:
1. Change the year of the start date to "2000" (in order to see all records)
2. Uncheck the "Not Billable" Billing Status filter box
3. Uncheck the "Billed (B)" Stage filter box
4. Open the Advanced Data Export option of the Excel Export tool
5. Load our saved Export Field Template
6. The "Defining a Filter" dialog box then opens. We set a filter based on "Date". I suspected that our problem may have been that we were not filtering for "Billing Status" and "Stage" values, but neither of those fields appear in the Field Name drop-down option boxes (although they DO appear in the Sort drop-down option boxes).
7. We then export the spread sheet, but it always includes ALL records within our date range filter.
I had assumed that after filtering the Charges list with the Charges window filters (Item Group, Billing Status" and "Stage", as well as "Account", "Employee" and Date Range, that only the charges showing in the Charges window would be included in the Export but that does not seem to be the case. Since the two other fields we need to filter by do no appear in the filter drop-down boxes of the "Defining a Filter" dialog box, how to we filter the results for our needs? This is extremely important for our accounting purposes, and it needs to be an Advanced Data Export because we need to filter the fields exported and the order in which the fields appear in the resulting Excel spreadsheet. Please advise. Thank you.
1. Change the year of the start date to "2000" (in order to see all records)
2. Uncheck the "Not Billable" Billing Status filter box
3. Uncheck the "Billed (B)" Stage filter box
4. Open the Advanced Data Export option of the Excel Export tool
5. Load our saved Export Field Template
6. The "Defining a Filter" dialog box then opens. We set a filter based on "Date". I suspected that our problem may have been that we were not filtering for "Billing Status" and "Stage" values, but neither of those fields appear in the Field Name drop-down option boxes (although they DO appear in the Sort drop-down option boxes).
7. We then export the spread sheet, but it always includes ALL records within our date range filter.
I had assumed that after filtering the Charges list with the Charges window filters (Item Group, Billing Status" and "Stage", as well as "Account", "Employee" and Date Range, that only the charges showing in the Charges window would be included in the Export but that does not seem to be the case. Since the two other fields we need to filter by do no appear in the filter drop-down boxes of the "Defining a Filter" dialog box, how to we filter the results for our needs? This is extremely important for our accounting purposes, and it needs to be an Advanced Data Export because we need to filter the fields exported and the order in which the fields appear in the resulting Excel spreadsheet. Please advise. Thank you.
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