An integrated system is described that allows a user to easily mine and
report data maintained by a customer relationship management (CRM)
application. In general, the system automates the process of creating
electronic reports, such as an electronic worksheet, in a format that can
be directly manipulated and viewed from spreadsheet application. In one
embodiment, the report is automatically generated to include a pivot
table for displaying the data. The system includes a database adapted to
store the CRM data. First and second reporting modules execute within the
CRM software application and the worksheet software application,
respectively. The reporting modules cooperate in order to integrate CRM
application and spreadsheet application, thereby automating the process
of generating a worksheet based on the CRM database.