Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

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

Reporting

Showing 59 of 330

Add expense report receipts into reporting

Add the ability to view associated Expense-related receipts into the Expense reports
Jessi Owens about 1 month 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 2 months ago in Reporting 0

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 22 days 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 2 months ago in Reporting 1

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 7 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 7 months ago in Reporting 0

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 4 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 11 months ago in Reporting 0

Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time

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...
Laura Green about 2 years ago in Reporting 2 Already exists