PrintReach Printer's Plan - Export Guide
Please use these steps for generating your customer list out of Printer's Plan:
1. In Printer's Plan, open the Reports tab
2. Open Custom Queries and select the "LoyaltyLoop Report".
NOTE: If you do not see the report, see the instructions below for Creating LoyaltyLoop Report, or schedule a quick support screenshare session and we'll get you set up.
3. Enter your desired date-range. (Printer's Plan uses a strict date pattern: MM/DD/YYYY i.e., 01/01/2019)
4. Click Export, saving as an Excel File or CSV if asked.
5. Upload the file to your LoyaltyLoop Launch Pad, or email it to your location's unique Launch File Email Address.
Please let us know if there is anything else we can do to assist you; remember, we are here for you!
Creating LoyaltyLoop Report
1. In the Query Name field, enter a name you want to use for this report (example: “LoyaltyLoop Report”).
2. Copy the following text and paste it in the Query (SQL) field:
SELECT Jobs.Title AS [Job Title], Jobs.JobNo AS [Job Number], Jobs.DateShipped, Customers.Name AS [Customer Name], Customers.Address, Customers.Address2, Customers.City, Customers.State, Customers.Zip, Contacts.Title, Contacts.First, Contacts.Last, Contacts.Phone, Contacts.Phone2, Contacts.Cell, Contacts.Fax, Contacts.Email, Employees.Name AS [Sales Rep], Employees_1.Name AS CSR, ('Store ' &(jobs.location+1)) AS Loaction, Jobs.CusNo, Contacts.ContactNo
FROM (((Jobs INNER JOIN Customers ON Jobs.CusNo = Customers.CusNo) INNER JOIN Contacts ON Jobs.BuyerNo = Contacts.ContactNo) LEFT JOIN Employees ON Jobs.SRepNo = Employees.EmpNo) LEFT JOIN Employees AS Employees_1 ON Jobs.CSRNo = Employees_1.EmpNo
WHERE (((Jobs.DateShipped) Between [Start Date] And [End Date]) AND ((Jobs.JobType)=3))
ORDER BY Customers.Name, Contacts.First;
Your window should look like this:
3. Click Save.
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