Exporting Options In Oracle Fusion CRM
Oracle Fusion Apps provide flexible options to export your data as spreadsheets for offline usage. Let us see how this is done in a typical Fusion CRM Screen:
Step 1: Log in to Fusion CRM.
Step 2: Click on “Navigator” and browse to the screen which you want to export data from.
Step 3: Using the left navigation, click on the correct list which you want to export.
Step 4: (Optional) Filter out records using the “Query By Example” Option so that you only limit export records, not all.
Step 5: Click on “View” > “Columns” to select all the fields you want to make visible in your exported spreadsheet file.
Step 6: Repeat Step 5 to show all required fields in your current view (If there are too many fields, use “View” > “Columns” > “Manage Columns.”
Step 7: Click on “Actions” > “Export To Excel” Or simply click the icon “Export To Excel,” After a few seconds, the spreadsheet will start downloading.
Tags: CRM Screen, Exporting Options In Oracle Fusion CRM