exporting "data only" to Excel

7 votes

It would be great to get a real data only report exported to excel. no totals are needed and every line of the report should have who is assigned to the report, what the status is or whatever. if we get real data we can add totals and subtotals, sort and filter by anything and since otp doesn't do that, just give us clean data in a data only version.

Under consideration Suggested by: Ford Baker (23 Oct, '18) • Upvoted: 31 Jan, '21 • Comments: 1

Comments: 1

26 Nov, '18
David Hilliard
So much yes! The reporting output is terrible and makes the fantastic reporting engine useless. The only way to do this is to use the Custom Field on the contact report. We just signed up for OT and are considering going with another CRM because of this issue. In 2018, this should not be an issue.