Method Community

When can we get an Export to Excel action?

I know we can use the import / export tool, but this is a bit clumsy because we cannot save the columns or filters for repeated future exports.

Mahlon,

A work around for the moment would be to create a report to match the columns and generate the report as an Excel file instead of pdf. It's more work than having the action available, but it might help in the mean time.

Thanks Matt,

Great idea.