> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/newcrm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/newcrm/13-guan-li-bao-biao-qia-tan-ji-lu-biao.md).

# 13、管理報表-洽談記錄表

在洽談記錄表可依想要查詢的內容，設定篩選條件查看洽談內容，並可轉出報表留底

1、請在 電腦版 點選【管理報表-洽談記錄表】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEXa3toMj7vL7G7cya%2F-MDEYiOzyOw96wsWkIKB%2F2020-07-27_171537.png?alt=media\&token=ed30a308-a88b-4de6-9c7c-539eae9cb698)

轉出查詢資料，執行後會產生excel表將查詢內容轉出

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEXa3toMj7vL7G7cya%2F-MDEZ2mKkAOoJGRhlxNH%2F2020-07-27_171729.png?alt=media\&token=32992466-9a6e-4654-aaf1-afb2425c4902)