Highlight and copy from reports
gathering votes
S
Stuart Lagerson
We used to have the ability to copy the data out of the reporting and have lost that access to highlight. We need to be able to efficiently compile data and paste into our own spreadsheet reports. This access should be restored for both the customer reports and the standard/advanced.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Stuart Lagerson, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
In the meantime, you can download any of those reports in a CSV format, and then open them in Excel and copy/paste as needed. Hope that helps!
Shelby Parker
Hiya Stuart Lagerson, thanks for this post! I have a few more questions for you:
- Can you provide more details on the specific reports where you need the copy functionality restored?
- What specific data fields are you typically interested in copying from these reports?
- How frequently do you need to copy data from these reports?
S
Stuart Lagerson
Shelby Parker, Thanks for the response;
- Store KPI Report (Custom)
- The Ali Report (custom)
- Today's Report (Custom)
- Daily Activity (Standard)
- Response Time (Advanced)
- Internet Lead (Standard)
Some reports are the whole thing (Store KPI Report), while some we collect some fields (Response time)
We update our internal reports every morning for the enterprise.