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Are there any tools for exporting CRM 2011 Charts to Word?

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Are there any tools for exporting CRM 2011 Charts to Word?

This question has suggested answer(s)
Michael Harmelink
Posted by
on 3 Apr 2012 10:59 PM

Anybody come across any tools for exporting charts to Word and Excel?

Cheers,

Michael
All Replies
  • Gus Gonzalez
    Posted by
    on 4 Apr 2012 8:57 AM

    Michael,

    You can build the charts into a report and save the report into Word, Excel, PDF, etc. out of the box.

    Would that suffice?
  • Michael Harmelink
    Posted by
    on 6 May 2012 11:51 PM

    Hi Gus,

    Thanks for your suggestion and apol. for the late reply.

    Not sure whether I understand your suggestion right. Are you referring to the reports created using the reporting wizard?

    Cheers,

    Michael
  • Gus Gonzalez
    Posted by
    on 7 May 2012 7:57 AM
    Suggested Answer

    Yes, that is correct. Create a report with the reporting wizard and once the report is created and displaying the chart you want to show on Word, use the "Save" option of the report and save it to word.
  • Michael Harmelink
    Posted by
    on 19 Jun 2012 11:42 PM

    Hi Gus,

    Thanks for your replies but our clients want to be able to export Charts straight to Word from the Dashboards without having to go through the ordeal of creating a report first.

    I was hoping there'd be a way to use the Chart's XML in Word or Excel for re-generating the Chart.

    Cheers,

    Michael