topic Re: How to obtain a specific report for a company in Dashboards & Reporting

How to obtain a specific report for a company

DSantin1 — Tue, 12 Nov 2024 15:13:38 GMT

I want to be able to pull a report for a specific company detailing the number of deals, their stages, the number of meetings we've held, number of tasks, emails sent.

Re: How to obtain a specific report for a company

Chaofan — Tue, 12 Nov 2024 16:30:28 GMT

Hi there,

You can use Custom Report Builder to get what you want:

Choose Company as primary data source
Select Deals, Activities, Tasks as secondary data source
Choose the properties you want to include in the report and apply filters

Best,

Chaofan

Re: How to obtain a specific report for a company

Lucila-Andimol — Tue, 12 Nov 2024 17:51:34 GMT

Hi @DSantin1

if you have a PRO licence

you should be able to build this as a custom report

in a table format.

Have you tried this?