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Support » Forum » Alicia Thomas
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Custom reports not "seen" by other users
Please add my vote to adding this feature!!
CRM: Reports

So are you saying that other user within the same Company cannot view a customer report I created? The custom reports are NM Deals by Source – Qualtrics and NM 2016 Goals. The person wanting to view the reports is setup as an Admin within Batrix. Please see attached image of the reports I see which contains the two custom reports I would like the admin to see.

So for revenue goals - I was wondering if we can have something similar to the funnel. Please see attached image of bar chart.
CRM: Reports
One of the Business Partners cannot see the custom report I created. What might be going on here. Can you show a revenue goal to actual like how you see the sales funnel?
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