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On an account when one looks at grid vew of related objects and click Export to Excel only statatic export is allowd. I would like to export to a pivot table or at least choose other fields from the associated object.

My use case is if I go to the Account and look at cases I would love to be able to build a pivot table or a adhoc export that allows me to send a quick excel summary of all cases that have a specific set of fields that the customer would want to see. When they ask. "Where are we with all the open work orders?"

To get that I have to go to the all case view and build an advanced find and then export from there. It would be much easire to look up the account and hit Export to excel and select the colums I want.

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STATUS DETAILS
Under Review