If you need a report that isn’t included by default on the sales dashboard, what should you do first?
- Create a custom report that gives you the information you need.
- Look in the reports library for a report that provides the information you need.
- Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
- Go to the reports marketplace and see if you can purchase the needed report.
It is easier to search in our PDF, which has correct answers, and you can save time.
Don’t waste your time searching for answers one by one, that you will not be able to find, or are probably incorrect.
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