Customize a report (analytics) and Save it as template to run it anytime later with only changing dates
ability to create a customizable report that we can run based on filtering we pre-define. That would be the template report, then we can come back to it anytime and just change the time period and run it again without the need to re-create the whole process of the report (like in Zoho CRM).
2
votes
Darine El Sayed (Medical Professionals)
shared this idea