Reports and certain lists of information can be exported from the CRM into Excel quickly and easily to give you a further insight into your data. 


  • You'll need CRM Print Lists rights within the CRM to use this - visit this link, select the user who needs the rights, and select 'CRM Print Lists' 

Step 1: Go to a Record

In this example, we'll be exporting all of the Opportunities under a particular Contact. By clicking on the further options (three dots), select the 'Export to Excel' option from the drop-down.

Step 2: Open or Save the Excel File

You'll then be given the option simply open the Excel file or save the file if you'd like to view the file at a later date. Choose your preferred option and click 'OK'.

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