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Chris Nichols 24Chris Nichols 24 

Customize Report Layout

Hi, I just created a New Report in SF and I'm trying to change the layout so when I export it into excel it looks clean and professional so all the fields aren't in one row? Is there a way to change the layout when I export this report, or a way to get this report into an excel template that I create? 

Any help would be appreciated. 

​Thanks
howshannonhowshannon
Hi Chris, 

Have you looked at using the Connect for Office? That way, you're not just exporting a .csv or .xls, which you've noted is a traditional (no fancy formats) data export. Connect lets you manage data in Excel, too. More about it here: https://help.salesforce.com/HTViewHelpDoc?id=office_excel.htm
Chris Nichols 24Chris Nichols 24
Hi Shannon, thanks for the quick email. I tried to install this on my PC but I have Windows 7 and Office 2010 does it not work with Office 2010? Thanks Chris Nichols 480-393-0459 www.camelbacktech.com
howshannonhowshannon
Bummer. Looks like it only works with versions up to 2010. You might get lucky with something from the App Exchange though. Have you looked for Excel apps there? 

Appexchange - https://appexchange.salesforce.com/free
Connect Requirements Documentation - https://help.salesforce.com/HTViewHelpDoc?id=office_install.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=office_install.htm&language=en_US)
Chris Nichols 24Chris Nichols 24
I did try to look through here but didn't find anything yet, do you have any suggestions for an Excel App? Thanks Chris Nichols 480-393-0459 www.camelbacktech.com