How to add my team on Insight reports?

MichelleS
MichelleS Member Posts: 1
in Workflow Automation #1

Hi, I am trying to create insight report for deals last year but I can't see my employee's as part of the report? Is there a setting or something I am missing to add them so will not just see myself but the entire team?

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Moderator Posts: 91
    5 Answers 10 Comments 5 Likes Name Dropper
    CUSTOMER SUPPORT
    #2

    Hey, @MichelleS!

    When creating reports for deals, you can select the "owner" option on the "segment by" field (on the top right corner of the report), and see the report segmented by that criteria.

    You can also create individual reports for individual users, by creating a filter using the condition "owner - is - user", as explained in this article.

    I hope this helps.

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