Exporting Appointments in reports

Thread view:

Enable EMail Alerts

Start New Thread

Thread rating:

Franco - 02 Jun 2005 17:14 GMT

I have people in a sale-assist role in several offices, they use Outlook to
put their appointments in their calendar. I need activity reports from them
also so I thought they could just export a report of their appointments and
email it to me, that went fine. I would like to get sales information so I
created a new form from the basic appointment form that adds some sales
information, jobs quoted, Probability to close, Close Dollars, however when
I export from this form it does not have the sale info I need. It has all
the appointment info but nothing from the part I created. Help

Signature

Franco

Reply to this Message

Milly Staples [MVP - Outlook] - 03 Jun 2005 04:47 GMT

Did you publish form definitions with the form when you finished creating
it? see http://www.outlook-code.com for more assistance with forms issues.

Signature

Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. Due to
the (insert latest virus name here) virus, all mail sent to my personal
account will be deleted without reading.

After furious head scratching, Franco asked:

| I have people in a sale-assist role in several offices, they use
| Outlook to put their appointments in their calendar. I need activity
[quoted text clipped - 5 lines]
| form it does not have the sale info I need. It has all the
| appointment info but nothing from the part I created. Help

Reply to this Message

Franco - 03 Jun 2005 17:07 GMT

I don't see an option to publish form definitions, just Publish and name the
new form. What am I missing? Thanks

Signature

Franco

> Did you publish form definitions with the form when you finished creating
> it? see http://www.outlook-code.com for more assistance with forms issues.
[quoted text clipped - 8 lines]
> | form it does not have the sale info I need. It has all the
> | appointment info but nothing from the part I created. Help

Reply to this Message

Sue Mosher [MVP-Outlook] - 03 Jun 2005 17:23 GMT

Outlook doesn't support exporting custom fields. Quick and dirty method:

1. Put all the items from your form in one folder.
2. Use a table view to display all the data fields that you want to export to Excel.
3. Choose Edit | Select All.
4. Choose Edit | Copy.
5. Paste to Excel.

Otherwise, you'd have to write custom code or use a third-party application. See http://www.outlookcode.com/d/customimport.htm .

Signature

Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx

>> | I have people in a sale-assist role in several offices, they use
>> | Outlook to put their appointments in their calendar. I need activity
[quoted text clipped - 5 lines]
>> | form it does not have the sale info I need. It has all the
>> | appointment info but nothing from the part I created. Help

Reply to this Message