Submit Your Suggestions for Vista

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Merged Suggestions

This idea has been merged into another idea. To comment or vote on this idea, please visit PF-I-558 Need better interface for exporting grid data (e.g. Excel).

In General, Vista Needs Better and Cleaner Exporting of Reports to Excel Merged

When exporting data from available reports, too many merged columns are used to make the data appear like the report itself when what I need is to see the data in simple columns (like the grids in the program itself) so that I can manipulate as needed. For Example, PR hours by PR Ending Dates Report. This should be simple columns of Emp #, Emp name, Job #, Job Name, Hours & Total. Basically 6 columns with basic data instead of 29! I am using this data to job cost the telephone and fuel bills.

  • Guest
  • May 15 2018
  • Planned
Company Nevada General Construction
Job Title / Role Staff Accountant
I need it... Yesterday...Come on already
  • Stephanie Demarets commented
    September 10, 2018 16:38

    I export to excel "data only" and it can even keep your functions. 

  • Christine Robinson commented
    May 25, 2018 19:33

    I submitted a similar suggestion a while ago in the General Ledger section, this is THE most frustrating thing with this system and a huge disappointment to me!  I worked in Timberline previous to Vista and in GL I could do an inquiry for the details of an account and all the transaction details were in a grid with separate columns for each field which i could cleanly export to Excel with the click of a button.  I could pull in any field needed and filter by job numbers, dates, vendors, customers or whatever field I needed and it would all export nice and neat into Excel so I could slice and dice the data as needed.  But this is not possible in Vista, it's such a laborious process now plus all of the details in the GL account activity is scrunched into one line with backslashes separating the minimal details available and it is a very cumbersome process to clean it up in Excel, sometimes it is impossible to do unless you go line by line and manually clean it up.  Everything else about Vista is without a doubt better than Timberline, which is a very antiquated system, but this aspect is almost a deal breaker for me.

  • Darrell Robinson commented
    May 17, 2018 14:39

    To achieve the result you are after, export not to Excel but as a text file.  Save the file somewhere you can find it easily.  Then in Excel, open the text file and use the Text Import Wizard (which opens automatically when opening a Text file in Excel).  If you choose "Fixed Width" as the Original Data Type, then in Step 2 of the Wizard you can set field widths, to define the columns how you want to see them.

     

    I also suggest, after the text file is imported, creating a new column on the left side, and numbering the lines from top to bottom.  That way, after any sorting process, you can go back to having some of the data in order. This makes quick work of eliminating useless lines.

  • +22

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