I’m evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user.
How can I get this without having to click on all of my deals and viewing individual deal activity?
Hi @gslevine,
Reporting in the free CRM is limited to the report library, you cannot create custom reports. The report library is however quite large: Use a report from the report library
Pick the ones you like, place them on a dashboard and have them sent to you as a recurring email: Share or export reports and dashboards
Best regards!