I have created the report and have the information I need, however, the information in excel is not conducive to a quick filter through.
We are tracking calls for all of our producers and want just the name, the date, and the total for each producer per date.
The way I have the report set up it displays EXACTLY what I need in the "printable" view, but not in the other formats. There has to be an easier way than running it manually and emailing the correct people, right?
4 respostas
Jackie -
I can use the email function. That is not the problem.
I cannot use the email function with the printable view of the report which is the format that displays the information in the correct way. When I export the report as an excel or CSV format it doesn't carry the summary portion.
