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.). 

Prerequisites

  • 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.

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