Week to Date, Month to date, Year to Date option in reports

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  • Idea
  • Updated 7 months ago
1. US account
2. Retail and online wholesaler to consumers
3. Ability to have History reports filtered by "Month to Date" instead of only "Last 30 days", "Last 7 days" "Yesterday" etc.
4. Create a report showing the number of calls this month for the sales team and have it automatically sent out each day, showing where they are at for the "Month to Date"
5. Save having to manually run the report every day for the sales team showing them their total calls for the month to date.
6. N/A.
7. 12
Photo of Ben Paskewitz

Ben Paskewitz

  • 80 Points 75 badge 2x thumb
  • Frustrated that this feature isn't there... seems so common sense.

Posted 7 months ago

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