Extension Extract_Data

Stuart Beesley (Mr Toolbox)'s Avatar

Stuart Beesley (Mr Toolbox)

08 Mar, 2023 05:16 AM

Question to all,

Would anyone have any use for this extension to also be able to extract Budget data (to csv/excel)?

  1. 1 Posted by gsberan on 26 Apr, 2023 05:58 PM

    gsberan's Avatar

    No. I have question, is there anyway to input date or range of dates for report to run on? Presently I believe it runs based on the present date, am I correct.
    I use the report for quarterly reporting but always have to run on the end of quarter date to get results I want. It would be nice to be able to run report based on date or range.

  2. 2 Posted by Stuart Beesley ... on 26 Apr, 2023 08:22 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Which extract option?

  3. 3 Posted by Stuart Beesley ... on 26 Apr, 2023 09:16 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I'm guessing you are not talking about the Extract_Data extension? Both the extract account transactions and investment transactions options have the ability to filter by date range?

  4. 4 Posted by gsberan on 26 Apr, 2023 11:03 PM

    gsberan's Avatar


    I meant “Stockglance2020”.  It is part of Extract_Data.  The filters do not have
    any date control that I’m aware of.



    Sent from Mail [https://go.microsoft.com/fwlink/?LinkId=550986] for Windows

  5. 5 Posted by Stuart Beesley ... on 27 Apr, 2023 06:43 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Ah ok. So do you really mean you would like a single ‘as of’ date rather than a date range? A range would be very difficult and perhaps nearly impossible.

    I.e run SG2020 as of 31/12/2022..?

  6. 6 Posted by gsberan on 27 Apr, 2023 01:18 PM

    gsberan's Avatar

    “Single as of date” would be great.  Didn’t realize that range would be
    difficult.  Appreciate your quick response.


    Sent from Mail [https://go.microsoft.com/fwlink/?LinkId=550986] for Windows

  7. System closed this discussion on 27 Jul, 2023 01:20 PM.

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