LOOP Reports - Preparing Excel
A powerful feature of LOOP Reports is your ability to dynamically send Salesforce reports into an Excel file allowing you to create any required analytics and/or summary reports. The end result is an email delivered daily, weekly, or monthly with an attached report designed around the unique requirements of your reps, managers and executives.
Take a few minutes to walk through the steps to get your Excel file ready to automate Salesforce.com reports.
Preparing Excel for LOOP Reports (08:06)
The overview above walks through the steps to get your Excel file ready to automate Salesforce.com reports.
- Create a Salesforce Report(s)
- Create Custom Analytics in Excel
- Create a Report DDP