Custom Report Generation Help needed

[ukasset]

I want to use the CRM functionality of infusionsoft to input client data into People, Company and Opportunity sections, and then to pull data from certain fields under each section into a custom word document report that we already have.

Is there a custom solution that exists that can allow me to do this?

Any ideas woudl be most gratfeully received.

[SalesExpert]

Infusionsoft can only output merge fields from the intact record into a "letter" template. However you can use the API. To get most of te fields into a custom report.