Automatic searches and exports?

[larsgranat]

Hello!

Feel free to move this to another section if this one is inappropriate.

 

We're using FileMaker 11 as a point of sales system, and I was thinking of new ways to speed up our sales reports.

 

Is it possible to get Filemaker for instance to search a database for all sales completed by a specific salesperson within a specific week or month, and then exporting the results to an Excel file or such?

 

As of today we have to manually search the database in FileMaker and email the results to the salespersons. Having a kind of automatic way of doing this would be great, and would save me a lot of time.

[comment]

Why don't you script this? Assuming you have a table of Salespeople, the script could loop over the records there - very roughly:

Go to Layout [ Salespeople ]
Show All Records
Go to Record { First ]
Loop
Set Variable [ $personID ; Salespeople::SalespersonID ]
Go to Layout [ Sales ]
Enter Find Mode []
Set Field [ Sales::SalespersonID ; $personID ]
Set Field [ Sales::Date ; ... ]
Set Error Capture [ On ]
Perform Find
If [ Get ( FoundCount ) ]
Set Variable [ $filepath ; ... ]
Export Records [ ... ]
Send Mail [ ... ]
End If
Go to Layout [ Salespeople ]
Go to Record [ Next; Exit after last ]
End Loop

[larsgranat]

We have a Sales database, so you'd have to search those records for all Sales made by a specifik Salesperson.

Thanks! I'll have to see if I can try that, I'm not a very advanced user.