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Sales Reporting - to Excel including detailed product line items — Cloud Customer Connect
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Sales Reporting - to Excel including detailed product line items

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in Sales 2 comments

Summary:

We are looking to be able to get reports in Excel that show opportunities by sales rep by close date by Forecast status that include the detailed line items included in the Opportunity. What is the best way to do this.

Content (required):

I have attached a screen shot that shows the fields we want to be able to dump to an Excel file


Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

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