Customer Forum

Topic	Replies	Last reply Sort ascending
Normal topic How to create a report showing your opportunity conversion rate By Workbooks Support 6 years 9 months ago	1	By Gary 1 year 1 month ago
Normal topic Column headers on reports By Phil 1 year 6 months ago	0	n/a
Normal topic Daily Report By Nathan 2 years 2 months ago	1	By Stephane (Workbooks Online) 2 years 2 months ago
Normal topic How to create an audit report to show changes in addresses? By Steph 2 years 8 months ago	1	By Sam (Workbooks Online) 2 years 3 months ago
Normal topic How to create a report to show cases raised in the last 7 days By Jane 2 years 8 months ago	1	By Daniel (Workbooks Online) 2 years 8 months ago
Normal topic Who created the last Activity on an Organisation Record? By Sam (Workbooks Online) 3 years 10 months ago	1	By Tim 2 years 9 months ago
Normal topic Contracts & Credits By Emma 4 years 2 months ago	1	By Sam (Workbooks Online) 2 years 9 months ago
Normal topic Identifying Employees of Organisations Records within a Mailing List By Sam (Workbooks Online) 3 years 6 months ago	0	n/a
Normal topic Viewing duplicate People from a Sales Lead Record By Sam (Workbooks Online) 3 years 6 months ago	0	n/a
Normal topic Report criteria By Danielle 3 years 8 months ago	1	By Sam (Workbooks Online) 3 years 8 months ago
Normal topic Create a Report Bulk Action to create a compliance against a Sales Lead that has visited the Web Page this month By Sam (Workbooks Online) 3 years 8 months ago	0	n/a
Normal topic Create a Report Bulk Action to update all Employee’s Industry Field for Organisations within the IT & Telecommunications industry By Sam (Workbooks Online) 3 years 8 months ago	0	n/a
Normal topic Reporting on GatorMail Mailshot Performance By Sam (Workbooks Online) 3 years 11 months ago	0	n/a
Normal topic How to Report on the time taken to convert a Sales Lead from creation. By Sam (Workbooks Online) 3 years 11 months ago	0	n/a
Normal topic Reporting a percentage in a grouped summary view By Rob 4 years 1 month ago	1	By Rob 4 years 1 month ago
Normal topic Changing Date Formats in Reports By Sam (Workbooks Online) 4 years 2 months ago	0	n/a
Normal topic People or Leads that will shortly lose their Compliance By Sam (Workbooks Online) 4 years 2 months ago	0	n/a
Normal topic Compliance Records that will expire in the near future By Sam (Workbooks Online) 4 years 2 months ago	0	n/a
Normal topic Marketing Campaigns with non-compliant Members Report By Sam (Workbooks Online) 4 years 2 months ago	0	n/a
Normal topic Breakdown of Legal Grounds used for People in your database By Sam (Workbooks Online) 4 years 2 months ago	0	n/a
Normal topic Changing the Map Pin Colour and Size based on a Person’s Job Title By Sam (Workbooks Online) 4 years 7 months ago	0	n/a
Normal topic Mailing to contacts at organisations By Jen 4 years 8 months ago	1	By Sam (Workbooks Online) 4 years 8 months ago
Normal topic Scheduled reporting recipients By Phil 5 years ago	1	By Sam (Workbooks Online) 4 years 11 months ago
Normal topic Which users are using the system the most? By Alix (Workbooks Online) 5 years ago	0	n/a
Normal topic Reducing the number of characters you show in a report column By Alix (Workbooks Online) 5 years ago	0	n/a

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