QUOTE(m2steph @ May 22 2015, 10:43 PM)
Hi there,
I am asking on behalf of a friend who seems to have problem and queries on UBS system. She requested her finance to generate a sales report with basic information like Customer name, product, quantity, revenue, date of transaction for her sales analysis. Basically she is asking whether UBS able to generate a list of transactions as above in excel so that she can do a pivot table. But her finance said that UBS could not generate such data. Since I am not familiar with UBS, so is it true on what the finance said or is there any other alternative?
Refer the picture I am asking on behalf of a friend who seems to have problem and queries on UBS system. She requested her finance to generate a sales report with basic information like Customer name, product, quantity, revenue, date of transaction for her sales analysis. Basically she is asking whether UBS able to generate a list of transactions as above in excel so that she can do a pivot table. But her finance said that UBS could not generate such data. Since I am not familiar with UBS, so is it true on what the finance said or is there any other alternative?
I believe UBS able to generate the sale transaction report, and all the reports can export to excel as well. Unless there are no data in the sale transaction, so nothing can be shown.