Export SSRS Report
Before you could leverage Export SSRS Report feature, you need to create a CRM Report Template for a SSRS Report. In case you have not already created, kindly follow the steps provided here.
Once a CRM Report Template is created, you can go to the respective entity for which the template has been created and start using Export SSRS Report feature.
Given below are the steps that needs to be followed to export SSRS Report.
  • Go to home page --> Select any single record --> Click on Click2Export button.
OR
  • Open any record --> Click on Click2Export button.
  • The following Click2Export UI will open.
Report Templates: This is where you will have to select the CRM Report Template for the SSRS Report that you would want to export.
File Format: This is where you can select the format in which you would like to export your SSRS Report. Currently, SSRS Report can be exported in PDF, Excel, Word, CSV, and TIFF formats.
Report Details: This would list down details about the SSRS report.
Report Parameters: If the SSRS report is a parameterized report, this section will list down all the parameters of the SSRS report and the user can select values before exporting the report.
You can read more about Action and Email Section from here.
Last modified 1yr ago
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