Sage ACT! - Dashboards - export to Excel

Buy Now or Call 866-873-2006
Search Search

Dashboards - export to Excel

Status:

Just discovered that there is no option to export ACT! dashboards to Excel.

Don't know if anyone else feels it should be there, but it's a huge missing for me.

Comments

Hi Rita: It's not a completely obvious feature, but on the top of the Dashboard view, there's a button that says "Copy this view to clipboard". If you click that button then open up Excel and paste, you should be able to see your dashboard in Excel.

Permalink

Thanks for that, Katharine!

I had only gone as far as pasting into Word where it cam in as an image.

Just assumed it would be the same in Excel (

Well, you're right it's not obvious, but thank goodness it's there!

Permalink

Well, I tried this again today, and it is not working ... image gets pasted into Excel.

Permalink

You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.

Post a Comment

We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!