How do I export order data for reporting?
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Brannock Medical Supplies: documents · How do I export order data for reporting?
Customer asked how to export order data for monthly reporting. BB-Demo explained built-in download button, then showed how to filter columns before export to reduce cleanup work. Resolved successfully.
What happened
What this says
Current to 11 Oct 26Customer asked how to export order data for monthly reporting. BB-Demo explained built-in download button, then showed how to filter columns before export to reduce cleanup work. Resolved successfully.
Problem: customer needed to export order and delivery data for monthly reporting. Handling: Olivia explained download option from query results, then showed how to remove unwanted columns before export. Customer successfully self-served. Watch: resolved well with no further issues.
Details
Updated 9 Oct 26Trail
created · Helen Varley 24 Apr 2025 16:00Hi, we'd like to be able to export order and delivery data out of the brain into a spreadsheet so we can run some analysis in our reporting tool. We use this for our monthly trust reports. I know the brain has the data - I just need to know if there's a way to get it out. What's the best approach here?- public_reply · Olivia Grant 24 Apr 2025 19:18Hi Helen, thanks for asking. Yes, you can export data from the brain. The easiest way is to run your query and then click the download button at the top of the results: it gives you CSV or Excel. You can do this from any query or dashboard. Give that a try and let me know if you need anything else. Thanks, Olivia
- public_reply · Helen Varley 25 Apr 2025 13:47Thanks, that worked a treat. We're now pulling the data we need for our reports. One more thing - when we export, can we export just the columns we need rather than all of them? Would save us time cleaning up the files.
- public_reply · Olivia Grant 28 Apr 2025 15:52Good question. You can customise your query before exporting - just remove the columns you don't need from your query view, and the export will only include what you've selected. That way you won't have any extra data to clean up. Does that solve it? Thanks, Olivia
- status_change · 10 May 2025 23:59