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.
Laura
shared this idea
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Anonymous
commented
Agree It is crucial. There should be at leat a global search on a keyword and if possible a search with "and" "Or"
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Anonymous
commented
I agree that reporting needs to be significantly improved. I'm surprised that users aren't voting it to the top of the list
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Anonymous
commented
Allow print out of upcoming activities (list view) for those who are visual and need to 'see' it.
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Mark Netter
commented
Agreed - this is critical and a big problem that it doesn't exist already in Nimble. Seems obvious!