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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamic report in exce...
Microsoft Dynamics CRM (Archived)

Dynamic report in excel with filter option

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Posted on by Praveen Kumar Ellappa 160

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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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,025 Super User 2025 Season 1 on at
    RE: Dynamic report in excel with filter option

    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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