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 - click here to 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.
Once selected, a popup will appear letting you know that your file is being prepared.
Please note: the Excel function will be disabled if the system predicts that a Report will take more than 10 minutes to generate. It'll also disable if you've already started an Excel document generation and not closed the popup.
Step 2: Open your Excel File
This will automatically generate and download an Excel spreadsheet. Simply click on the Excel file to open it.