Nightly Export & Possible additional Reporting options

Nightly Export & Possible additional Reporting options

Loft's Nightly Export feature pulls all your Brokerage's data into one spreadsheet for your convenience.  You can create additional reports using this spreadsheet or supplement it with other reports by pulling in the Nightly export data into an existing Report.


Enable Nightly Export

Navigate to your Integrations Menu
Click the 'Edit' Button
Expand the Google Drive accordion menu
Connect your Google Drive Integration https://support.loft47.com/portal/en/kb/articles/google
Click the Enable Nightly Export link, please note, the data can take up to 48 hours to populate and it will update nightly at midnight.

Access Nightly Export

Once your data has populated, you can click on the Nightly Export link in your Integrations/Google Drive accordion menu.

Additional reports


In the video above, we outline how to import data from your nightly export spreadsheet to the Production report download spreadsheet.
The two Formulas used in the video will help you connect data across and within sheets and should be sufficient to accomplish most of what you want.   You will, of course, need to adjust your ranges, urls, lookup values to match your Nightly exports url and data set (column/rows/cell assignment)

Any additional formulas needed can be searched via a Google or youtube search!

Import Range Formula

This formula allows you to Import a data set from one spreadsheet to another.
The formula
=IMPORTRANGE(spreadsheet_url, range_string)
spreadsheet_url:
The full URL of the source Google Sheet from which you want to import data, enclosed in quotation marks. Alternatively, you can use the spreadsheet's ID, which is the long string of characters in the URL between /d/ and /edit.
range_string:
A string representing the range of cells to be imported, enclosed in quotation marks. This string should include the sheet name followed by an exclamation mark and the cell range (e.g., "Sheet1!A1:B10"). 

Video formula example

=importrange("https://docs.google.com/spreadsheets/d/14wbrZgH81O1ixuQibFH1P5H_lDM6u1Ns4nNSSo4z3Kc/edit?gid=1662265589#gid=1662265589","Clients!D2:E1600") 

VLookup formula

=VLOOKUP(lookup_value, table_array, col_index_num, [range_lookup]), where you specify the value to find (lookup_value), the range of cells to search in (table_array), the column number from which to return a result (col_index_num), and whether to find an exact or approximate match (range_lookup with FALSE for exact).  

Video formula example

=Vlookup(S2,Sheet1!A:B,2,false)


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