Customer is used as the example in the following steps. 

  1. Click on Accounts Payable > Query.
  2. Click the plus sign to the left of the Division in question.
  3. Click the Plus sign to the left of Customers (Keep in mind that you may create a query for any of the options that are offered).
  4. Click on Personal or Shared Queries.  Personal will produce a query that is only available to you where as Shared will make the query available to all users.
  5. Click on the New Query button in the Menu Bar.
  6. Click the button to the left of "Select the following fields" on the right.
  7. Click on "Add a new field".
  8. Select the field that you would like to export.  This will create a column for this field.  Repeat steps 6-8 until you have selected all the fields you would like to export.
Filtering the Query.  You may not want to pull the information from all records:
  1. Click the button to the left of "Select records where all of the following apply".
  2. Choose "New Elementary", "New Advanced Elementary" or "New Complex" condition.  Elementary would be a simple request such as Customer is Active.  Advanced would be a filter such as a certain field of the customer record is equal to a constant (ie. Customer Name is equal to a constant of "Mountain") string.  Complex will enable you to group multiple Elementary and/or Complex conditions together.
  3. Click the Run button once the filters are set.  You will receive a column for each requested field.
To export the results:
  1. Click on the Export to Comma Separated Value button.  This will enable you to name a .csv file.
  2. Open the .csv file in Excel.