Skip to main content

Option to export data directly to an Excel file

  • May 17, 2024
  • 1 reply
  • 100 views

One of our Sales Leaders tells us only having the option to export data to a CSV file is problematic as those files can be difficult to work with.

We would like to have an additional option to export data to an Excel (.xlsx) file.

 

1 reply

Kenna
Community Manager
Forum|alt.badge.img+18
  • Community Manager
  • May 17, 2024

Hi, @Jack Earl! Do your sales leaders have Excel on their computers? If so, they should be able to right click on the .csv file and open it with Excel/in .xlsx format. Let me know if I am missing any details here, just want to make sure I accurately pass the desired product enhancement along to our product team. Thanks!