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Is there an option to download a dynamic excel report from CRM and key-in the filter value while refreshing the data?
For example, download all accounts dynamic report and while refreshing the excel report, we should have the option to filter accounts created last month.
Thanks,
Praveen.
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Hi Praveen Kumar Ellappa,
You can use Advanced Find to filter and export the accounts created last month. Once you have exported the data you can apply additional filters in Excel.
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