How to Wrangle a Discrepancy Report
After completing batch, hit “discrepancy report”.
Then click the preview icon
Your report probably won’t be very helpful, as it’s likely in control-number order, so click the export icon.
Select Format: “Excel – Data only” and Destination: “Application,” then click “ok.”
You’ll get this screen. Just click “ok” again.
Now: whoa. Ugliness. Let’s make this look like something.
The process is ugly, too, but essentially we’re going to put each item on one line instead of two. First, add one column at the left, and 2 rows at the top.
Then copy all the data and paste a duplicate 1 row up.
Now to get rid of every other line, which is junk.
Enter “a” and “b” in the first column and fill down.
Filter column A:
Filter to show you only “b” lines. Highlight the “b” lines, right click, and delete row.
Unfilter and delete the first column, which you don’t need anymore.
You can also delete the bottom row, which has the “run date”—you don’t need it either.
Now add headers by looking at the original Sage Discrepancy Report.
Here’s where it comes together.
First, sort your list by item (if you’ve got more than one item on this discrepancy report), then:
Ta-da! Every individual discrepancy in your batch is totaled by item number.
Way more helpful than this: