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Appointment reporting cababilities
I have shared access to view the calendar of our 8 salepeople. I would like
to generate bi-weekly reports showing the appointments for each salesperson and have the reports exported into Excel. Can these reports be run and if so, can I run them all at once or would I have to run them individually for each salesperson? I have no experience in running reports from Outlook calendar so any information on how to best obtain this information is appreciated. Thank you. |
Appointment reporting cababilities
I have done this too for salespeople at my work. Easiest thing to do
to export from outlook to excel is to go into the calender and then go to view - arrange by - current view - check by catagory. All you have to do then is drop them into an excel sheet and you will have what you see in Excel. You will have to do this for every salesperson. I have a macro to import the data into an excel sheet automatically, from 2 or more different calendars, but I am having some issues, and I'm about to post a topic on it. It seems my code gets almost all of the appointments. (not all the appointments for a recent date (say dec-20th) show up, but everyone for other in the past ( dec-14 does), weird i know. Karen White wrote: I have shared access to view the calendar of our 8 salepeople. I would like to generate bi-weekly reports showing the appointments for each salesperson and have the reports exported into Excel. Can these reports be run and if so, can I run them all at once or would I have to run them individually for each salesperson? I have no experience in running reports from Outlook calendar so any information on how to best obtain this information is appreciated. Thank you. |
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