Exporting Options In Oracle Fusion CRM

April 10, 2012

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

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