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

Reporting

Showing 59 of 329

Reporting - Referrals and Expenses Per Account/Marketer

A report the pulls an account, its shared owner, how many referrals/admits for that account for the month, and the total expenses with that associated account. While you could do this separately, it would save a lot of time in excel rather than pu...
Guest 4 days ago in Reporting 0

Add expense report receipts into reporting

Add the ability to view associated Expense-related receipts into the Expense reports
Jessi Owens 14 days ago in Reporting 0

Add the account scores field to the remove owner/approve owner change report.

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.
Ashley Scrimo about 1 month ago in Reporting 0

Add a date rage to Advanced AE Summary Report (Orders)

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.
Guest about 1 month ago in Reporting 1

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 3 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 6 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 6 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 7 months ago in Reporting 0

Report definitions

More precise report definitions including calculations that are part of each report
Jessi Owens 10 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 7 months ago in Reporting 0 Future consideration