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How can we give you the reports you need?

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Report filter for the user who marked a task as complete (or incomplete)

Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.

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Libbie Spielmann shared this idea  ·   ·  Report…  ·  Admin →
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Dashboard & Reports: Custom Reports

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