How to: Create Tabular report of non-matching column headers from header table and deals import

How to: Create Tabular report of non-matching column headers from header table and deals import

We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date of "Today".

This would be easy enough with a standard report; however, I need to have the Column Header names to be different text than what my current field names are. For example.
Their report column "Customer_First_Name" would be our report "First Name" and their "Comment_Text" will be our "Package Total".

I have a copy of their template file with 149 column headers. We need to fill in about 18 fields from our Deals module and another 23 will be static/constant data. The rest will remain empty, but they still need to be there so they can import the file.

How can I create an automated daily exported/emailed csv file while combining the header columns of their template with the data from our CRM?
Thanks.



      • Sticky Posts

      • Announcing Zoho Analytics 6.0 Beta!

        We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
      • What's New in Zoho Analytics - August 2024

        Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
      • We are coming to your city! Zoho Analytics Community Meetup

        Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
      • Zoho Analytics: 2021 Look Back

        As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
      • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

        Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO