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Using the Export Manager

Where to check if you are looking for a report within FactoryMaster How to export information from the system using the export manager

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Written by Jes Foxall-Beckley
Updated over a month ago

There are many options you can choose from when using the export manager. As an example for the sake of this article we will be looking for a report that shows all 'Additional Charges' on Sales Orders.

  1. Go to General -> Export Manager (If you are on version 11 of FactoryMaster you will need to go to Options -> System Maintenance -> Data Manager -> Export Manager)

  2. Open up the menu tree by pressing the '+' symbol against the following options: Sales -> Sales Orders

  3. Click on Sales Order Charges. The click Export

  4. If you wish to save to somewhere other than the default then F5 into the 'Export File' field and choose the location and file name, if you are happy with the default location move on to the next step.

  5. The 'Open Export File' field is ticked by default. If you do not wish the file to open then untick the box. Press OK

  6. The FactoryMaster standard 'Select Ranges' window will open. Here, you can filter the report to only show items that meet any predetermined parameters. Press Export when you are finished

  7. You now have the option to only show certain columns of data within your report. Move the fields over from the left hand window to the right hand window using the Select Field or Select All buttons as you desire

  8. Press OK

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