How to update reports

Krister
Krister Member Posts: 1
Photogenic
edited May 2022 in Sales CRM #1

I have changed some deals to lost, but the report looks the same. How to update reports?

Comments

  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #2

    Hi Krister! 

    I might take a minute or 10 to refresh up, haven't really tracked down what might be the cause.
    If after 10 minutes it still shows the same view, then you might have something mixed up in the filter.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 848
    5 Likes First Anniversary First Answer Combo Breaker
    edited April 2022 #3

    There is a "save" button at the top of the page when you edit a report

  • RI
    RI Member Posts: 15
    First Comment

    I have seen this take several hours or until the next day