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Go to: Clients menu > Marketing Schedule > Insert > enter search details > Run > Custom.
VisionVPM has added six additional fields which can be used when you send the report to Excel.
If you enter fields in the Excel Only area and do not select the Send to Excel check box, VisionVPM will display the following prompt:
Click Yes, and VisionVPM will export the report to Excel. If you click No, VisionVPM will open the Set report destination window.
Please note, if you select to print the report VisionVPM may not be able to display all of the selected fields.
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