Custom Reports/Searches on Activities
We need the ability to create custom reports based on activity - like tasks, notes, messages, events - by company account and/or by our team users. We need to be able to select more than one value per filter as we currently have to create a report per primary value. Also to be able to customise the format of the report - select what columns display and the order from both default and custom fields. Then to be able to export these reports.
Agree It is crucial. There should be at leat a global search on a keyword and if possible a search with "and" "Or"
I agree that reporting needs to be significantly improved. I'm surprised that users aren't voting it to the top of the list
Allow print out of upcoming activities (list view) for those who are visual and need to 'see' it.
Mark Netter commented
Agreed - this is critical and a big problem that it doesn't exist already in Nimble. Seems obvious!