Purpose
The Exporting Reports feature helps you turn the data in your CRM into meaningful, shareable insights. Whether you’re analyzing performance, preparing for a sales meeting, or reviewing progress toward goals, knowing how to export reports gives you control over how you view and apply your information.
This learning module will help you understand not just how to export, but why regular reporting builds stronger habits, deeper insight, and more effective selling.
Key Learning Outcomes
By mastering CRM exports, you’ll strengthen your ability to:
Access and interpret data directly from your dashboard or analysis pages.
Select the right report for the job, such as Monthly Billing & Pending, Year-to-Year, or Activity List.
Customize filters and display settings to show only what’s relevant to your goals.
Export data to Excel for further analysis, visualization, or sharing with your manager.
Create and save templates for reports you run regularly to save time and maintain consistency.
Independent Learning Checklist – Exporting Reports
Use this checklist to confirm you can confidently pull and customize reports that help you measure performance and identify opportunities.
I can utilize the left-hand navigation modules to select Export to start a report.
I can select different filter criteria such to focus the data I need.
I can click Open in Excel to generate and review my report.
I can Save as Template for reports I run regularly, ensuring consistency and efficiency in future exports.
No matter which reports you’re working with, the process follows the same general steps. Once you understand one, you’ll feel confident with them all. Below are 2 of the most popular reports in CRM: Account List and Monthly Billing + Pending.
