export canned reports and sort by date

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I was wondering if anybody knows of a way to change the format of a date exported from a canned report into date format. I want to be able to sort the results from oldest to newest.


I have tried so far:

- export as .txt and then opening in excel from there

- copy the date and paste value only


I was told by support that unfortunately when exporting a report, there is not a way to have the export recognize those dates as a date format because the report is designed to be a PDF and that I have to write an Export in order to sort by date.

Comments

  • Sounds like you need some Excel trickery.


    Any way you can copy and paste exactly what is in one of the 'date' cells here in comments? 



  • I have it attached, deleted the amounts and names and only left the dates in there.

     

  • Ryan Hyde:

    Sounds like you need some Excel trickery.

    Excel trickery. Love it. A wonderful thing to have on a Friday afternoon! :)
  • Excellent answer with thoroughly detailed steps, Ryan!
  • Ryan Hyde:

    Okay, so you have four problems that are preventing you from sorting:

    But we can fix all that...

    I need to put you on speed dial!

  • Hahaha, glad to be of assistance :) Have a good weekend everyone!


    (and just so you all know why I've gone dark, I'm on vacation until the 6th - so have a great week and a half or so!) 
  • Actually I had already fixed 3 of the problems, just had not thought of doing it in the attachment. I have some practice here as it seems every canned report in RE has to be unmerged and has empty columns or rows once exported to Excel. ;-) But "weird" #4 was super helpful. It actually changed the date format and I can sort now. Thank You!! You rock!


    PS: I like "Ablebits" for deleting empty columns and rows and some other Excel trickery ;-))

     
  • Cathleen Mai:
    I was wondering if anybody knows of a way to change the format of a date exported from a canned report into date format. I want to be able to sort the results from oldest to newest.


    I have tried so far:

    - export as .txt and then opening in excel from there

    - copy the date and paste value only


    I was told by support that unfortunately when exporting a report, there is not a way to have the export recognize those dates as a date format because the report is designed to be a PDF and that I have to write an Export in order to sort by date.

    export a canned report into Excel Data Only and the dates will be formatted and you can sort by date in Excel. 
  • export a canned report into Excel Data Only and the dates will be formatted and you can sort by date in Excel. 




    Christine, the dates still don't come out in date format. I'm working on the First/Latest/Greatest (Analytical Reports). Maybe it is working for other reports?

    It's not a problem though, Ryans sugggestion solved my issue.

     

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