Printg Reports From CRM
gathering votes
C
Cullen Feagin
For formatting & ease of access for users, there should be a native way to print reports from the CRM.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Cullen, thanks for the feedback! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hey Cullen Feagin, thanks for your feedback! I have a few more questions for you:
- Could you please specify the types of reports you frequently need to print from the CRM?
- Are there any specific data fields that you would like to see included in these printable reports?
- Could you describe any current challenges you face when trying to print reports from the CRM?
C
Cullen Feagin
Shelby Parker
- Lead reports and activity reports. This would be for everyone and their unique needs.
- Live data would be great
- "Printing" does not work properly. Another option is to download CSV and upload it to a third party. Doing so breaks formats and renders data unusable - as they are making averages and percentages based on data within the CRM and not on the CSV