10-05-2011 12:51 PM
You need to engage one of the consultants on the board or dive into ACTREADER which is way over my head. (And if I'm wrong, I would love to see it.)
10-05-2011 12:58 PM
You can get the plurality of the opportunity information by creating an OLEDB connection in excel, which is explained in this KB article.
Hope this helps.
10-05-2011 02:55 PM
Most you can export just using the Export function after customising the columns while in the opportunity list view. If you want a much more flexible option then have a look at Topline Dashboard www.toplineresults.com as it is the easier reporting tool IMHO
10-06-2011 12:35 AM