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How to run the report for export
- From the sales Quotes window
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- Select the quote
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- Click on button Show In Report (top ribbon)
- Select "Booklist Population Export"
- Report goes to a Print Preview window
- Click on button Export To
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- Select XLSX
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- file
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- Report then outputs to
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- Excel
- Highlight only the lines of data (not the headings)
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- Copy those lines of date (i.e. highlight then right click and select Copy)
- Then paste it into the template from Office Brands.
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