One of my company's principals would like two specific monthly reports in Excel format. How can I export/save my report files to Excel?
Thanks.
One of my company's principals would like two specific monthly reports in Excel format. How can I export/save my report files to Excel?
Thanks.
If it's an Rows and Columns Report you could have just to click on export button here :
Otherwise it's seem to be on PDF only.
Regards.
Jérémy
SugarCRM Advanced Export plugin enables the users of SugarCRM to export critical and huge chunk of data from ‘Module List View’ as well its ‘Sub Panels.’ They can execute this SugarCRM export activity in CSV, PDF and XLS formats. If you want to maintain, send, and exchange huge records amongst CRM users, this SugarCRM Custom Export plugin will come to your rescue.
Hello Jérémy,
Mine gets exported in CSV. How to have it automatically export in XLS every time instead of CSV?
thanks
Manon
Hi Manon Houde,
What is the use case for needing .xls that .csv does not serve?
Hello Patrick,
I thought it was a setting i needed to do in the CRM but apparently it is my pc that is creating the issue.
thanks for getting back to me so promptly
Manon
How to Export to Excel from subpanel? Is there any way I can customize this button, or action? Is already present in SugarCRM CE 6.5? if so where??
Thanks a lot!