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I need the following fields to export into separate columns in excel:
CompanyDisplay NameAddressCityStateZipCountryNotesAttachementsEmailPhoneMobileFaxOtherWebsiteTermsAccount #Business ID #
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I'll help you export additional fields into separate columns in Excel.
Here are the easy steps:
I've added some screeshots underneath that will guide you through the steps.
If you have any more questions about exporting reports, let me know. I'll help you out. Thanks!
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When I attempt this, I don't see the "Display" field as an available checkbox. How can I create a report spreadsheet that includes the "Display" field?
Hello there, spinsky,
The Vendor column shows the Display name of the vendors. You can check that box to add their display name.
Here's an example of what it looks like with the Vendor column:
To know more about report customization, you can view these articles:
Let me know if you need anything else.