Reporting

We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.

Create an action mimic the request owner workflow for removing ownership

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

Managers would like to only see their list of users in the Team tab list.

Reps should not be able to see other reps goals.

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

Need to be able to add custom fields into reports and filter by them.