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

Reporting

Showing 6

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

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens 5 months ago in Reporting 0 Will not implement

Edge: Change date range on my performance summary in Home Tab

Change date range on my performance summary in Home Tab.
Guest over 1 year ago in Reporting 0 Will not implement

Mass Update in Reporting

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.
Bryan Costreie over 1 year ago in Reporting 0 Will not implement

Reduce the space of the Agency Overview

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.
John Agravante over 2 years ago in Reporting 0 Will not implement

MAR Edge > Ability to Change the Naming Convention on the Dashboard Charts

Ability to Change the Naming Convention on the Dashboard Charts
Nica Yabut over 1 year ago in Reporting 0 Will not implement