10-25-2011 08:13 PM
I am looking for an AddOn or a creative way to export Contact and Opportunity info at the same time to an excel spreadsheet. Is this possible? I have ACT 2011 which allows me to export in 2 different spreadsheets. But then I have to combine and cut, paste, etc.
Here is an example of the report I need to generate in Excel:
Company, State, Country, Product, Opportunity Fields 1-4, Probability of Close, and User 3
Currently I export Company, State Country and User 3 (from the Contact List).
Then I export Product, Opp Fields, and Prob (from the Opportunity List).
Then I cut, paste, drag, insert, and modify til my report is right... a pain in the neck.
I used a trial of Advanced Excel Templates and that is not the solution.
Is there a way to achieve this? It seems like this would be a pretty common forecasting request.
10-25-2011 10:41 PM
You would be better off doing what you want with the ACT! reports or a third party report editor. Your main problem is that ACT! is multi-table and Excel is single table flat file. You need to use a report editor that works with a multi-table system.