Reporting

Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown: Assign Ownership Remove Ownership All (or can be titled Assign/Remove Ownership -OR- B...

Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.

Ability to add/remove columns in User Adoption (orders) Report in CRM

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...

Add the ability to view associated Expense-related receipts into the Expense reports

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.

Would be great to have this option as a date range in the reporting that setting up the Date range every time the run the report

Report with list of all Accounts and Contacts merge history with merge hierarchy.

When using the approve owner change report, it would be helpful if there was a pop-up that allowed you to transfer ownership of any associated contacts.