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CRM reports exported to word is not formated properly.

  • 1.  CRM reports exported to word is not formated properly.

    Posted 13 days ago
    ​when I run the report in CRM everything looks good but as soon as I export the report to MS word tables seems not aligned to each other. Has anyone faced this issue and has a solution?


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    Jeebo Mathews
    Agricorp
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  • 2.  RE: CRM reports exported to word is not formated properly.

    Posted 12 days ago
    Hi Jeebo,
    That used to be a significant complaint with exporting reports to Word until one of my team found a solution to remove the tables from the report which leaves the report formatted as designed without the tables.
    Download the report as a PDF file and save, then open Word and open the saved PDF file from Word. Word will convert it to .docx and the tables will be eliminated. It is a few extra steps, but a lot fewer than removing the tables from the report when downloading directly to Word.
    Jim​

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    Jim Wooldridge
    Sr. Analyst
    Salt River Project
    Tempe AZ
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