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Changing the Report Display Options

You can display a report in the following formats:

On-screen in CRM.
As an Adobe PDF file.
XLSX. Exports the data to an .XLSX file. Compatible with Excel 2007 and 2010. Report charts are also displayed.
Excel CSV. Exports the data to a CSV file. This option provides backward compatibility for files prepared from/for Sage CRM prior to 7.1. It also renders well in Excel if your local settings support tab delimitation. The data in Excel CSV is always tab delimited and padded with =" ", regardless of local settings. For example:

="June Website Offer Lead" [TAB] ="Accantia Ltd." [TAB] ="Thomas Beesley" [TAB] "Lead"

CSV. Exports the data to a CSV file. The data is delimited according to the CSV File Export Delimiter set at System and User level. If the file is opened in MS Excel, it may not be formatted correctly. You can either: open it in Notepad, use the CSV Excel option, or open in MS Excel and convert the formatting (for example, using the Text To Columns option).

Find out more on the following report display options: