Suggested by Jeremy Deschner – New
My idea would be for me to have a way to quicky get a preformatted report from Partner Center within 1 click.
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Sorry I got cut off. I would like to explain. Currently I go to the Partner Center page and gather data for my sales team. The sales team doesn't have access so I provide them with the information on existing customers that are ready for any MCI, SCI, E3, or E5 upgrades. Currently I have to select the area in Partner Center that I want to export. Then it processes into a CSV file. I then download the CSV file. I have to open Excel use Get Data and point it to the CSV. After that, I have to click on Transform Data and the screen switches to the Data Screen where I can set the values for each cell. For example, Customer Is Eligible the value may be set to 1 or ineligible may be set to 2. However on my report I want the word Eligible or Ineligible so I se that on this screen. After all that I have to close and import the data into Excel. From there I have to use the existing data to create a Pivot table to group all the like data together. This would be more efficient if that was all done on the backend and what I download is an editable Excel sheet. Just have a basic template with all the data logically sorted and let the user be able to edit it so they can change whatever they need on their time. This would be so helpful and save massive amounts of editing time.