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MLevar
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Member since ‎Aug 14, 2023
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Michael Levar

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MLevar
Participant
August 03, 2024
Reply to Add 'does not start with' filter logic to properties
We have the same exact use case as @SMros . Does not start with specific postal codes.
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MLevar on August 01, 2024
Creating Reports....does not start with
We created a number of reports that allow us to know where our clients reside by tracking their postal code. We do this by creating reports that capture postal codes that start with the first 3 digits of the code. We set the post code filter to"star read more
Reply Discussion Professional
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MLevar
Participant
October 26, 2023
Reply to Looking for direction on a custom report
Hi Diana: Thank you for responding. We are a law firm. And B2C rather than B2B. So what we would be interested in is how many clients were retain...read more
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MLevar on October 24, 2023
Looking for direction on a custom report
I am looking for help building a report of sales by line item per rep over a specific duration
Reply Discussion Enterprise
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