Do you have a favorite report that you run on a consistent basis, but find yourself changing the default filter to key in on certain data sets? Wouldn't it be nice if you could create multiple copies of the report, each with its own default filter? Here's how:
· Locate your favorite report and click Edit. Then Download the Report.
· Save the file
· Create a New report.
· Edit the Default Filter
· Adjust your Report Filtering Criteria and Save Default Filter
You can create as many copies as needed, which will give you one click access to each unique data set.
Can we help you with your CRM implementation? Please feel free to contact Beringer, a Microsoft Gold Certified Partner.
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