downloading "productivity' report from dashboard

johnfrum
New Contributor

I would like to export info from the 'productivity' dashboard so I can perform some basic sales performance analysis - but there doesn't seem to be any capability to download/ export the info into excel.

I've formatted the "meetings" quickview to show:

- date of call

- venue name

- name of rep that called

- details of call.

I can't figure out how to download the monthly info to analyse, summarise and share. 

Can anyone help?

Cheers!
Jonny

 

1 Reply 1
jennysowyrda
Community Manager

Hi @johnfrum

 

You can have a copy of the report emailed to yourself by exporting the report or creating a recurring email with the report, however there is no way to directly export the information into Excel. 

 

The download would allow you to see the statistics, however, so it may be a good starting point to summarizing and sharing the information.

 

 

 

 


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes