Print and Export Reports Based on Custom Fields
Z
Zircon blue Caribou
I need a feature that allows me to print and export reports based on specific tags directly from the app, without having to download the entire report and filter it manually in Excel. This would greatly streamline our workflow, as we rely heavily on tags to manage and follow up on accounts. Currently, the process is time-consuming and inefficient, as we have to download all clients and then filter and clean up the reports.
Beatty W
Merged in a post:
Flexible Data Extraction for Reporting
R
Retired Blackbird
We would use more reporting if extracting data was more flexible. This would help us prepare different reports on tasks and jobs status more efficiently.
D
Daffodil yellow Bear
Same for time tracking or running reports by client/employee. Would like options to pick one client or one employee.