Exporting report into Excel

Jenn Layn

How do I have a name appear at each gift they give in a month. And not have so many unnecessary excel lines in a report? This is an exported Cash in Monthly report exported to Excel.

Marie Stark

@Jenn Layn Unless you have crystal reports and can export to Crysal and modify the report, the best option is probably to export to csv. That will give you a lot of columns you will have to remove but at least it should be on one line.

Elaine Tucker

@Jenn Layn once you get the data exported out to excel, use the pivot report function to group your line items together https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576

HongYu Murray

@Jenn Layn
If you have the authority to modify the crystal report, below are the paths:

To show Name Field on each line: Design>>details>>chose the name field>>right Click on the field>>Format Field>>Common>>Unclick "Suppress if Duplicated.

To delete an extra line in the report: Design>>details>>Section Expert>>select the blank line>>delete