Now you can export all your ToDos and Communication History to an Excel spreadsheet for your own reporting and analysis. Once they are in Excel, you can use Excel filters/searches/sorts to do your own analysis of the to-do's and customer communication history items that have been entered.
To find these reports:
- Click the CRM | Reports menu
- Scroll down to find either the To-Do Export or the Communication History Export reports
- Choose your date range
- Click Generate Report
Browsers will handle the spreadsheet in several different ways. Microsoft Edge and Google Chrome will likely show the spreadsheet in a toolbar at the bottom. Firefox and Safari may save the spreadsheet directly to your Downloads folder. Your browser settings will determine where the file is downloaded.