Using the Report Builder, you can create custom Reports to better analyse key data from the CRM.
Whilst the Report Builder gives you powerful reporting capabilities with just a few clicks, there may be scenarios where you need to export this data to Excel for even further analysis (e.g. create pivot tables etc.).
- You'll need CRM Print Lists right within the CRM to use this - visit this link, select the user who needs the rights, and select 'CRM Print Lists'
Step 1: Open a Report
The first step is to open a saved Report. If you're creating a Report from scratch, make sure you save it using the save icon in the top right-hand corner before trying to export it. On the Report, click the further options (three dots) and choose 'Export to Excel' from the drop-down.
Step 2: Open your Excel File
This will automatically generate and download an Excel spreadsheet. Simply click on the Excel file to open it.