Skip to content

To Import LIST Entries from an Ad-hoc Report

  1. The Ad-hoc report must have a field in the SELECT clause called either AnimalRef or CustomerRef before the option to export to a list will become available. This may mean that your select clause will need to be edited to rename the fields, eg:

SELECT Consultation, Animal AnimalRef, Owner CustomerRef, Date

  1. Run the report (Assisi Desktop>Reporting>Ad-hoc Reporting).

  2. Click the Save to List option on the ad-hoc toolbar and select your list.

  3. Click the Clear Existing Entries box if required (make sure that you have the correct list selected before you clear existing entries).

  4. Click Save.

  5. You will be prompted with how many entries have been added to the list.