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Opportunity level export that includes CRM score and isnt restricted to 5,000 rows?

  • December 5, 2023
  • 1 reply
  • 52 views
C
New Member

Hi, New Clari user here.

 

Im looking to export to CSV or Excel every open opportunity ID and its associated CRM score. 

 

When I'm in inspect>opportunity mode and I use the data export, the report is limited to 5k rows (should be around 45k opportunities) and there is no CRM score in the output?

What's the best way to get this reporting?

 

Thanks

 

Best answer by Scott K Wilder

Good morning @Carlo Rocco  --- You will need your CSM to assist you. I have spoken w/ them and they will follow up with you today. They will need to update the configuration and raise the number of lines you can export. Let me know how it goes.

1 reply

Scott K Wilder
Expert Contributor
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  • Scott K WilderExpert Contributor
  • Expert Contributor
  • Answer
  • December 6, 2023

Good morning @Carlo Rocco  --- You will need your CSM to assist you. I have spoken w/ them and they will follow up with you today. They will need to update the configuration and raise the number of lines you can export. Let me know how it goes.

Scott K. Wilder, Head of Digital Success and Self-Serve, Clari
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