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

Reporting

Showing 47 of 303

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 3 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 3 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 4 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 4 months ago in Reporting 0 Future consideration

Report definitions

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

Merge History Report

Report with list of all Accounts and Contacts merge history with merge hierarchy.
Michelle mmalone@trellahealth.com 3 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 almost 2 years ago in Reporting 2 Already exists

Month-over-Month user trend reporting

Month-over-Month historical user trending report
Jessi Owens 7 months ago in Reporting 0 Future consideration

Remove Shared Owner Report

Create an action mimic the request owner workflow for removing ownership
Alex Chesnutt 8 months ago in Reporting 0 On Roadmap

AE Productivity Report - Ratio as %

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %
Jessi Owens over 1 year ago in Reporting 0 Will not implement