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Reports>consider breaking out reports into which should be used daily, weekly. monthly

have we considered breaking out or grouping together, reports that sales managers should use daily, weekly, monthly? this will help with setting a regular cadence & won't be so overwhelming
Mary Nichols over 1 year ago in Reporting 0

Custom date range sort for reports

Need to be able to customize report time frame for all reports.
Coy Privette over 1 year ago in Reporting 0

Ability to customize reports

Need to be able to add custom fields into reports and filter by them.
Coy Privette over 1 year ago in Reporting 1 Coming Soon!

To be able to move multiple documents in the Documents tab

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.
john Agravante about 2 years ago in Reporting 0

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt almost 3 years ago in Reporting 0 Coming Soon!