How can we export in Excel No Of Invoices we transmited during any period ( Say March 2016 ) ?

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I would like to export invoices we transmitted to our customer during any period for us to reconsile with our ERP system.  Please advise how can we do. Adhoc Reporting is not producing same result as Webforms search during same period.
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Jignesh Vyas

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Posted 3 years ago

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Katrina Wolyniec

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Thank you for posting in the Support Center!

To download a consolidated list of any documents in WebForms, you will need to conduct the search with the filters you want.  From there, you can go to the bottom and from select an action, select download documents from that dropdown menu.

There you can select all or some of the documents that came up in that search.  Click on the icon next to the document or group you want to export.  That will export the documents to a .csv file that you can pull data from quite easily.

I'm not sure why ad hoc would be producing a different result than WebForms. WebForms will not pull up archived documents in the searches, so it's possible that there are some archived documents that are in ad hoc and not coming up in WebForms.  To view those documents, you would need to search in the same way, however, change the status to archived.  That would bring them all up.  Beyond that, ad hoc measures data through the data center, so if a document was resent or if something else happened, it's possible that different document counts would come up.  WebForms simply searches that program and brings up what it finds within WebForms.

Thank you,

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Katrina Wolyniec

Customer Support Analyst II | Fulfillment Support 

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