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Exporting contact fields to custom reports

New Member
Posts: 2
Country: USA

Exporting contact fields to custom reports

i assume that i am not the only salesperson in this country saddled with the task of completing weekly sales reports for their boss.  i am lucky enough to have 4 each week to complete.  my boss created templates in Excel.  My question is...
 
How can I fill out these Excel templates through ACT!?  Right now, I am merely cutting and pasting information from ACT! into these Excel templates.  Can I set up ACT to "report" the information I need into my boss' templates and save me a few hours every week?
 
TIA Smiley Happy
 
 
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting contact fields to custom reports