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But stick with reports. It's easy and you know how to do those already. 

Tips

Set the following settings:

Settings Menu - General Tab 

  • Freeze header row
  • Refresh Pivot Tables

Edit Template menu

  • (optionally) Automatically refresh data

Mappings (set after an export is done)

  • Has Column Headers
  • Create a Data Table around pulled data
  • (optionally) Pull IDs automatically

Annoyances

  • Every time you refresh you need to clear your filters before you refresh.
  • Every time you refresh you need to re-do your sorting. 

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