![]() Most often there would be a need to design these as reports still remain to be the primary mode for common requirements like quote generation or complex sales reports.Ĭlick2Export is designed to fill in these voids and export reports to various file formats including the non-editable format “PDF”. Mail Merge Option or the newer Word/Excel Templates could be a way of doing it, however these work off designing specific word and excel templates for these. For instance, users might want to work the results of a report in excel in a meeting with the capabilities of performing advanced excel analytics on the data like filtering and charts. There can be several such scenarios where user wants to export CRM report to other file formats. ![]() Your quick report is now available for viewing on your local machine, or saved to the directory you specified.One of the common operations performed on a day to day basis would be to get the CRM reports exported and saved to file formats like MS Word, MS Excel or PDF that can be exchanged with others either through emails or attached along for future reference.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |