Author: B24_10745215. I want to create a dashboard & reports for Projects for a weekly review. Which gives me the status of the on-going projects. Like number of projects in each stage.
Stage 1 - Assigned (Yet To Start)
Stage 2 - KickOff Call
Stage 3 - In Progress with percentage of completion
Stage 4 ...
Author: Heing Yeo. Hi,
I've created on the Task Object several custom fields, but when creating a report, I can't select any of these as columns.
Is it not possible to report on custom fields? For example, if I have a custom issues log, I'd like to be able to create a report indicating just what those issues are.
Author: Richard Duff. Hi
I am trying to get reports out of the CRM on the number of new leads added by each salesperson during a time period eg this month and YTD
Also number of new companies added - new deals added etc
I dont want the changes - just new entries - when first added to the Database ...