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Refer to sales report via excel?

PostPosted: Thu Feb 27, 2014 11:21 am
by dailafing
Is it possible to pretype up a URL linked to the server, to the sales reports so that i can open an excel sheet and have live data from the sales report already populated.

I can see that after hitting the submit button (in the Export Calls Report section), a csv is downloaded.
If i could have the syntax for that submit button, i might be able to do a cell reference?

thanks

Re: Refer to sales report via excel?

PostPosted: Thu Feb 27, 2014 3:15 pm
by williamconley
You'll need to check the html code. The form is a "post" instead of a "get", but it is still a simple form.

Re: Refer to sales report via excel?

PostPosted: Fri Feb 28, 2014 2:55 am
by dailafing
williamconley wrote:You'll need to check the html code. The form is a "post" instead of a "get", but it is still a simple form.


Hi William, thanks for your reply.

I'm not sure I know what to do based on what you've said there? it looks like you understand my question, and have a solution for me, but my level of understanding is not currently wide enough to interpret your response.

Are you able to help me a little more on what you are explaining, thanks

Re: Refer to sales report via excel?

PostPosted: Sat Mar 01, 2014 1:24 pm
by williamconley
Somewhat outside the scope of this board. If you don't know the difference between a "GET" and a "POST", you have some tutorial work to do before you're actually ready to jump on that.

After you've worked that out, you'll need excel to be able to reach in and get the data (or perhaps before, depending on Excel's "reach out and grab" capabilities). In either case, that's not in any way related to Vicidial except that the web page you're trying to grab is in Vicidial.

You could try a Microsoft forum or an html forum/tutorial site. Have you had any success with having Excel open any other web pages that happen to be downloaded csv files?