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Table Data in Partner Profile

It seems that table data in a partner profile can't be filtered or displayed in excel - is that right?

3 CommentsSorted by Oldest First

Hi Debbie,


You can export custom table data by following these steps:

  1. Go to the Partner list view
  2. Expand the Excel/Print dialog by clicking the caret:
  3. Select the table data you'd like to export:
  4. Click the "Download as Excel" link and the data will download.


Please note that this functionality is only available if you actually have custom tables defined in your Partner record or profile.


Let me know if you have any questions.


Best regards,


Zach

Thank you so much Zach! Is there documentation somewhere i should have been able to find that myself?

Hi Debbie,


Unfortunately this is not included in our documentation at the moment. 


Best regards,


Zach

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