Reporting

It would be helpful for their RVPs to know that information about the accounts before they approve those changes for the users.

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...

Add the ability to view associated Expense-related receipts into the Expense reports

Within the Approve Owner Change report, add an option in the report type dropdown to include "All" This would then have the below options in the dropdown: Assign Ownership Remove Ownership All (or can be titled Assign/Remove Ownership -OR- B...

Currently, selecting "-Any-" returns zero results, forcing users to select and run the report for each marketer individually to see a full team view.

More precise report definitions including calculations that are part of each report

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

Ability to add/remove columns in User Adoption (orders) Report in CRM

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.

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.