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

Reporting

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Daily Visit Report with Contact Detail: Add custom date range parameter

We would like to be able to choose a specific date range instead of those offered in the dropdown of Today, Yesterday, Tommorrow, Last 7 days, Last 30 days and Next 7 days. This option is available in other reports.
Guest about 2 years ago in Reporting 1 Released

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart about 1 year ago in Reporting 0 Released

Team Tab Filters

Managers would like to only see their list of users in the Team tab list.
Amery Zita 9 months ago in Reporting 0 Released

Detailed AE Summary Report Visit frequency to Last Vist

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie over 1 year ago in Referrals / Reporting 0 Released

Group goal Visibility

Reps should not be able to see other reps goals.
Bryan Costreie over 1 year ago in Reporting 0 Released

column totals on all CRM reports

all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...
Mary Nichols about 2 years ago in Reporting 1 Released

Add NPI AE Detailed Contact Productivity Report

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report
Alex Chesnutt about 1 year ago in Reporting 0 Released

Ability to customize reports

Need to be able to add custom fields into reports and filter by them.
Coy Privette over 1 year ago in Reporting 1 Released

User Adoption Report request

*What is the problem the client is having? Client wants to have a location column in the User Adoption and Usage Report. Use Branches for the Location**A few sentences briefly describing the purpose of the feature request: To show the location of ...
Alex Chesnutt about 3 years ago in Reporting 0 Released