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  2. Reports & Dashboards

Reports & Dashboards

Configuration

  • Combine Sales Rep 1 and Sales Rep 2 metrics in Joined Report
  • Enable Floating Headers on Reports While Scrolling
  • Report and Dashboard User Interface Settings
  • Report Formats
  • Report Types
  • Sales Efficiency by Rep Report change Date Ranges, Sort Order and Groupings
See all 10 articles

Access

  • Report Folder Sharing Options

How To

  • Summarize Data In Report
  • What's a Matrix Report?
  • Add a Report Formula
  • Add Report Filters
  • Add Specific Users To Schedule Report Out To
  • Adding A Field to a Summary Report
See all 30 articles

Troubleshooting

  • Appointment Result Reporting "Count" Fields
  • Enable Disregard in Statistics for Follow-up Appointment Results
  • Remove Error From a Report
  • Schedule a Report - Not able to select Users to send to
  • Understanding Running User for Dashboard
  • Why Can't I Schedule a Dashboard to be Emailed?
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