Thoughts? Anyone?

Hi Alex,

This is not possible considering the structure of how each program lays out the information.

Ah, that's too bad. I thought because it was "data" we'd be able to export in, say, a comma delimited format or something like that.

You can export data though and then open it in Excel. Exactly what do you want to see?

Howard,

I'm running a report for our Opportunities. I would like to export the following data to Excel (info in parentheses represents the path):

- company name (parent.reportData.object.name)
- priority (parent.reportData.object.level)
- status (parent.reportData.object.opportunityStateString)
- pipeline stage (parent.reportData.object.currentPipelineStage.name)
- last activity task date (parent.reportData.object.lastTask.activityDate)
- last activity task detail (parent.reportData.object.lastTask.activityName)
- next activity task date (parent.reportData.object.nextPendingTask.dueDate)
- next activity task detail (parent.reportData.object.nextPendingTask.activityName)

Alex

Sorry to say that some of those fields are not available for simple export. Maybe someone else has a better approach.

This would be a great feature. Reports already have a whole framework for obtaining data and putting it into a table form. Why not go the extra step and export that table as CSV?

Use a smartlist to display the objects you want to. Then use the multi-column mode to display the columns you want. You can export to file (contextual menu) or copy/paste the rows straight to Excel.

This seems a lot simpler than using something heavy like the report engine (unless I'm misunderstanding something).

The issue with using multi-column view is that it does not bring in all linked data. Alex, in this case it looks like you can get the pipeline stage and the next task, but not the last task.

If you can program in F-script anything is possible

I have spent quite a bit of time implementing more complex CSV exports for our company. Would be nice if the report engine did this, since the data is already in tabular form.