Mar 28
Report Customization
Rather than see a visual chart for Revenue by "custom field" I would like to be able to see a list of customers and filter it by custom field. For example, I have setup a custom field for Frequency (monthly, bi-weekly etc clients). I would like to be able to run a report that will filter and list only our Monthly customers etc. I have also setup a custom field for hours, I would like to be able to run a report to show me all the Monthly customers that are 3 hours for example. I think there are endless possibilities of how we could view our customers data if we were able to filter and choose which data to show in our reports. It would also be great if we could export this data to excel to further analyze.
Pending
Another option rather than in the reporting section would be to allow the "Export Contacts to CVS" to include our preferred "custom fields". That way we could export all our clients data into excel and perform our own filters and analyze our data in excel. I would like also to be able to export our customers Method of Payment field.