If you have no PHI into your data, you can use the web connections data output feature in Excel to pull reports down. the URL you use is the one for the report itself. Then anytime you run your excel table, itll make a web call and pull your data down.
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GMacri
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Original Message:
Sent: 03-13-2020 09:49
From: Tonya Ratliff Garrison
Subject: Direct CSV to Excel Template
Did you ever get an answer to this? I am unable to buy an addon to my company's QuickBase account. I would really like to know how I can do this without having to purchase something.
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Tonya Ratliff Garrison
Original Message:
Sent: 01-15-2020 10:01
From: G.Macri G.Macri
Subject: Direct CSV to Excel Template
Hi,
Im starting to get really sick of updating a standard client excel report manually. I was wondering if anyone knew of a way to use a button to have QB automatically import rows into a spreadsheet which feeds the back end of
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GMacri
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