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 further analysis (e.g. create pivot tables etc.).
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: 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 'Save 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.