I'd like to export my tasks, and when I do I'd like to the Account Name that I entered for each account to be a part of that export. Right now I get the Sugar ID. Is it possible?
Hi Peter Ganci,
This is not available when exporting from ListView in Sugar.
You can also make a report in which the display columns are at least the Task ID and Account Name. Exporting these results to .csv, you can open the two outputs in Excel and use a vlookup to add the Account Name to each exported Task row.
I hope this helps!
*this requires access to reports. If you are limited in this, ask your local admin to set up the report for you by sharing the link to this thread or giving you the propper acess rights
set up a report and export it to excel like this:
Add a lines and columns report for the tasks module.
Choose your criteria like this and alter them as you need:
Choose the columns you want to see in the report and sort them i.e. by account name
Give the report a name and TICK THE CHECKBOX marked in red (this includes all tasks that match to our filter regardless of they are linked to an account or not)
save and run
Export to Excel
Looks nice :-)
If you want to read more about how to set up a rows and columns report please take a look here:
Björn Canales Pfisterer
Technical Support Manager
Retrieving data ...