We would like the ability to export Dashboards and Sales reports to PDF/CSV format files.
under review
W
Wesley Michael
We have customers, both internal and external that we need to be able to send reports, such as Open Opportunities, Project "Snapshots" Sales Forecasts, etc. These stakeholders do not need access to the system, so being able to run reports and send them as PDFs would be invaluable. Currently do not see any way to even export any of this information to build any type of report.
R
Ryan Schmidt
under review