Action & Email Section

Click2Export allows users to perform the following four different actions with the exported reports:

Attach as a Note: If it is enabled then the exported file will be attached a Note against the record. This is only available for SSRS Reports and Word Templates.

Attach to a new email: If it is enabled, then the exported file will be attached to a new email.

  • Choose Template: This will be populated based on what you have chosen at the time of creating CRM Report Template. You can change the template before exporting the file.

  • Auto Send Email: If this is enabled, then the newly created email will be directly sent to the recipients configured in the Email Section.

Upload to SharePoint: If it is enabled then the exported file will be uploaded to SharePoint against the respective record’s folder. This is only available for SSRS Reports and Word Templates.

Download: If it is enabled then the exported file will be downloaded.

Note: For 'Email Templates' only 'Attach to a new mail' action is supported.

Email Section

The values for Email Section are prepopulated based on what is selected at the time creating CRM Report Templates.

The users are also allowed to make changes before the file is exported.