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Topics#Data ManagementSteve Silano's Question
Steve Silano asked in #Data Management
Jun 14, 2011, 5:09 PM

Can i create a link like "Fact Sheet" where it brings you to an excel sheet

  I want to find out if I can create a link within the reports that once iI click on it you will go to an excel spreadsheet which can be updated regularly...is this possible?

 

Steve
1 answer
  1. Timothy Lucas (Salesforce.com)
    Jun 14, 2011, 5:54 PM
    Steve, you can export a report to excel or with the MS Office integration, log into salesforce.com from excel directly.  However, I am not sure that answers your question.

     

    You can customize the homepage for users to include "custom links" in a sidebar component.  You can copy/paste the URL from a documents stored in the docs tab, a dashboard, report, intranets, other websites, etc. 

     

    Hope this helps,

    Tim

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