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CRM Idea Center
Status Released
Categories Reporting
Created by Mary Nichols
Created on Feb 28, 2023

column totals on all CRM reports

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 based on criteria selected in the report.

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    Sep 11, 2023

    this is a needed update