August 2023 - Custom Sales Reports!

Are you looking to create and save custom sales reports? You can now do so through our new Actions button in reports!

Where can I create custom sales reports? 

You can now create custom sales reports for the following reports:

• Sales Rep report
• Sales dashboard report
• Commission report
• Sales Target report
• Sample report
• Mailing list report

Saving a custom report 

You can save specific Search filter selections and create your own custom sales reports. Just remember; your saved reports are only available under your login and are not shared across your entire team.

To create a custom report, just find the report you need, enter your search filters, click the Actions button, and click Save Report. Then you can give the report a name and refer back to it whenever you need it. 

Loading a custom report

Just head back to the Actions button, click Load Report, and select one of your custom reports!

If you have any inquiries or need further assistance regarding the updates we've made to our reports, feel free to reach out to us via email at support@commonsku.com.