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Contact List and Opportunity List - Export to Excel Pivot Tables

New Member
Posts: 11
Country: USA

Contact List and Opportunity List - Export to Excel Pivot Tables

I must being overlooking something very simple...right??   I am looking at a excel workbook that contains pivot tables and the "data" worksheet is a combination of 13 Fields from a Contact list and 4 Fields from an Opportunities list.   However, thus far, I have not been able to generate this same "data" worksheet again to duplicate the reporting/pivot tables for a new report.
 
When I go to customize the list in either Contacts or Opportunities, I am not able to pick all 17 fields used to generate the original report.  How do I combine this two list into one to generate an excel pivot tables spreadsheet?   I looked at Groups and this did not do anything; I hit the same roadblock.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contact List and Opportunity List - Export to Excel Pivot Tables

I think I suggested a possible answer in your later post. Please just repy there if you need more info