Summarize Your Transaction List in 3 Easy Steps with Microsoft Excel

Summarize Your Transaction List in 3 Easy Steps with Microsoft Excel

Although AutoScript does not include any financial reporting functions, you can easily build such a report using the transaction list which you can download from your Billing Account Details page. I'll show you how in this article.

Step 1 - Download the Transaction List and Select the Data

Before you can analyze the transaction list, you need to download it. Log in to the AutoScript website and select the organization who's transactions you want to view using the organization selector at the top left.

Next, click on the Credit Balance to open the Billing Account Details page.

Click the [Export CSV] button to download the organization's full transaction list.

The CSV file will download to your default folder for Downloads. If you have MS Excel installed and have not changed the defaults, you should be able to double-click the file to open it in Excel.

You need to select all the data in the sheet. You can use the mouse to click and drag from the top left to the bottom right. A faster method using the keyboard is to select the first cell (A1) and then use the keyboard shortcut [Ctrl]+[Shift]+[End]. Either way, you need to select all the cells that have text in them.

Step 2 - Create a Pivot Table

Once the cells are selected, you should see the Quick Analysis icon pop up at the bottom right of the selected area. Click on this icon to access your available options. You can also use the shortcut [Ctrl]+[Q] to open the Quick Analysis.

Choose the "Tables" tab and click on "Pivot Table".


You should now have a new sheet with the pivot table.

Step 3 - Add the "Created" Field

The pivot table is handy, but we need to add the "Created" field to make it really useful. On the right side of the window you should see the PivotTable Fields settings dialog. Click the check box next to "Created" in the field list at the top.

You can now see how your transactions add up for the year, quarter, and month just by expanding the available sections using the [+] buttons.
You should use the File -> Save As option to save this new sheet as an Excel Workbook since CSV files cannot save these advanced features.

Conclusion

We hope this was helpful in showing you how to quickly download your transcript list and use the built-in quick analysis feature in Excel to generate a summary of your transactions.

If you have any questions or comments regarding this article, please click [No] under "Was this article helpful?", enter your comments in the box that appears, and click [Send]. We'll respond as soon as we can to your feedback.

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