Reporting

Need to be able to customize report time frame for all reports.

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

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.