Better reporting functions
Ability to customize the reports for each user. If I have 3 sales reps with initials BA, JC and PC each one can run a report of active leads and save that report format. It could be pinned to their individual dashboard for easy review.
I also wish there was a PDF view of reports as well as a PRINT report function. Going into a Monday morning meeting with those things printed would be nice.
Paul Carlson
shared this idea
You can already customize the reports for each user and save them to their dashboards!
1. In Reports, use Filters for “Assigned To” or “Sales Rep” and select their name(s) from the list. Save each report with their name on each one.
2. Log into each user’s Dashboard and click “Customize” at the top right and choose the report you created for them, and save.
As for PDF reports, you could potentially export the reports to Excel and then save as PDF from there. With the potential width of reports depending on how many columns you add, PDF export is less useful, and it also restricts your data to what was available at the time of printing rather than being live data within your account that’s updated to the minute.
We’ll look further into PDF options in the future, but hopefully these options above will help in the meantime!