Questions Exporting Reports to Excel (with a Unit set) - Any way to have an Excel sheet created per unit?
Hello All -
Haven't run into this before, wondering if anyone else has. We're looking to export a report to Excel, but have a sheet created per unit (company) within the unit set. Any ideas?
This is not possible with ARM, but you can do it with Velixo very easily.
I think that Velixo can also break down the report for email distribution as well. For example, automatically emailing individual Salespeople their sales as an Excel attachment.