Is there a way to reset reports to zero?
I have been changing my pipelines around quite a bit, whilst also moving items through them, including won/lost activities, resulting in my reporting being a mess. I'd like to start from scratch but keep my current pipelines and stages. Is there a way to reset my reports to zero and start again? Can't find anything about that anywhere. Thanks for any info. Rgds - Chris
Comments
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Hi @Christoffel Couck ,
That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.
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David Lorbiecke said:
Hi @Christoffel Couck ,
That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.
Yes David, everything in there may be deleted, no issue with that. Can it be done then?
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David Lorbiecke said:
Hi @Christoffel Couck ,
That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.
For that, I would recommend reaching out to support to help "wipe" the data clean. Unless you add information via an import, then you can just undo the import.
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David Lorbiecke said:
Hi @Christoffel Couck ,
That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.
I'll do just that then. Thanks for your help.
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