If You Need A Report That Isn’t Included By Default On The Sales Dashboard, What Should You Do First?

By | February 17, 2021

If You Need A Report That Isn’t Included By Default On The Sales Dashboard, What Should You Do First?

  • Create a custom report that gives you the information you need.
  • Look in the reports library for a report that provides the information you need.
  • Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
  • Go to the reports marketplace and see if you can purchase the needed report.