Community

I am not able to download the weekly order report to xls file. Only download to .csv option is there.

Comments (10)

Vipin

Apr 6, 2025

You can sync the orders to google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⚙️ settings gear icon (see screenshot below) > click Sync all orders to google sheets.

attachment
Vipin

Apr 6, 2025

You can also download the reports data as csv and open it in excel or google sheets. Login to Neartail > click Forms > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click on the ⫶ more icon (see screenshot below) > click Export to csv. You can then right click on the csv file and open with excel.

attachment
Connect2Indien

Apr 16, 2025

we used to option earlier to download the report in the xls with 3 tabs.

Connect2Indien

Apr 16, 2025

now we are not able to get any direct option to download to xls… also the csv file not opening in xls

Connect2Indien

Apr 16, 2025

pls look into this urgently as direct option was good earlier

Connect2Indien

Apr 16, 2025

the csv file was coming like this when we try to open in xls

attachment
Connect2Indien

Apr 16, 2025

attachment
Connect2Indien

Apr 16, 2025

this was how we were abke to download d report with 3 tabs- order summary, line items n order detials

Connect2Indien

Apr 16, 2025

after converting the csv file to xls the information showing in wrong format… also we do not have customer name, phone nr etc which we used to have in previous version

attachment
Vipin

Apr 16, 2025

You are using the "Export to csv" option. Please use the sync to sheet option (refer to the first comment in this post).

Add your comment