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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership

Reporting

Showing 48 of 313

Adding New Date Range - current and previous week within Reporting Field

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
Marc De Guzman 14 days ago in Reporting 0

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 4 months ago in Reporting 0

Give option to transfer all assigned contacts when using the approve owner change report for Accounts.

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.
Ashley Scrimo 4 months ago in Reporting 0

Add a Supervisor filter to the Approve Owner Change Reports

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.
Ashley Scrimo 4 months ago in Reporting 0

Contact sales zone updates to include reporting and custom field selection capabilities

It would be great if organizations could pick the fields they want to be completed on the contact sales zones and track progress toward completion. In addition, it would be nice to track progress toward the required field completion and the nice t...
Ashley Scrimo 4 months ago in Reporting 0

User Login reporting

Develop a management report that shows dates of CRM access, not just the last login date and # of logins. This would ideally be located in the Productivity section of management reporting.
Jessi Owens 5 months ago in Reporting 0

Add visuals/graphs to CRM Reports

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.
Michelle Malone 5 months ago in Reporting 0 Future consideration

Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Amery Zita 5 months ago in Reporting 0

Reporting - Conversion Ratio by LOB

Reporting for Conversion ratio by LOB matched against state and national average
Jessi Owens 5 months ago in Reporting 0 Future consideration

ability to multi-select in reports

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Guest 5 months ago in Reporting 0 Future consideration