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Projects Dashboard & Reports, How to create the status report & dashboard for the Projects (not tasks) for a weekly review
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 ...
Modified: 02/25/2017
Reporting - Tasks - Custom Fields, Is it possible to create reports and include Custom Fields?
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. Thanks.
Modified: 11/22/2016
Number of new leads added, Reports on activity by sales people
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 ...
Tags: Reports
Modified: 06/09/2015
Pages: 1
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