I am trying to export the current opportunities, but the reports seem to include old deleted opportunities and do not include the most recently added. Even where I have changed the value - the report still stubbornly includes the old value. Any suggestions on this would be most appreciated. Thank you.
Hi
- Open your Opportunities in list view
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Filter your Opportunities as needed (for example, you might want to filter for only Open Opportunities)
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Select all the Opportunities using the checkbox near the top left
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Click the three dots and then select Export List
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Choose Export all selected Opportunities
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The system will email when your export is ready.
You can do this through Reports, but as you have noted it doesn’t update right away; data refreshes once per day in the Reports system. If you need a quick up-to-date export, then following the steps above will be your best bet.
If you use Google Sheets, you can also use our Google Sheets add-on to export data directly into an existing spreadsheet.
Hope that helps!
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