Reporting
Does anyone else find the reporting functionality too limited, specifically for printing individual reports?
I need to produce management reporting and at the moment I can only produce dashboards which can be PDF'd/printed. I can't do singular reports meaning I have to create a dashboard for each report I want to discuss. I believe there should be a greater report functionality particularly for printing.
Comments
-
Hi @Chris Faddy
Thanks for sharing. Below the dashboards it's possible to set up individual reports. With a right mouse click you can hit print and still save these as PDF's.
Not ideal, I agree but could help you already. Nonetheless, I'll make sure our team sees your suggestions.
0 -
I know this post is fairly old but, yes, I agree...the reporting in PD is very limited and needs a great deal of attention from the developers.
0 -
Two things I find limiting at this time that come to mind. 1. Its not possible to use custom details fields in contacts reports. 2. Its not possible to group sections of a report by fields, specifically by custom fields would be nice. This certainly isn't a deal breaker but it would be a nice convince when needed.
0 -
Hello, would it be possible to have more operators in the filtering in reporting?
I would like to be able to see a reporting of deals where the expected close date is LATER THAN next month (see more distant future).
0
