Business Insights List Query

SOLVED

Hello!

I am trying to find a way to automatically export sales order data (specifically ship date) from business insights sales order view into a locked excel document provided by my customer.

It would be nice if i could filter a whole list of orders on business insights, then return the data from each sales order, keeping the same order so I can easily copy the data into the excel doc.  I have tried to copy the list of order numbers into the filter builder, but it only lets you filter one at a time.

Is there any way to mass filter specific order numbers from an excel doc on business insights? 

Thanks!

Parents Reply
  • 0 in reply to Kevin M

    Hi Kevin! Thank you for your suggestion! I'm exploring ODBC to see if it will solve my problem. In doing so, it keeps asking me to enter my login credentials for sage over and over again. It seems to load the data onto excel but still continues to ask me to login. Have you heard of this problem before? Is there a setting that I need to change? 

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