Customer Forum

Topic Sort descending	Replies	Last reply
Normal topic How do I share a report? By Workbooks Support 10 years 5 months ago	0	n/a
Normal topic How exactly do 'is in calendar range' criteria work? By Workbooks Support 8 years 9 months ago	0	n/a
Normal topic How to add a tab to Cases to show previous Cases for the same company By Greta (Workbooks Online) 7 years 7 months ago	0	n/a
Normal topic How to add Stage History report as a tab on the Opportunity record? By Workbooks Support 7 years 11 months ago	0	n/a
Normal topic How to create a report showing the average time it takes to close a deal By Workbooks Support 8 years 7 months ago	0	n/a
Normal topic How to create a report showing the time taken between different Opportunity stages By Workbooks Support 8 years 7 months ago	0	n/a
Normal topic How to create a report showing your opportunity conversion rate By Workbooks Support 8 years 7 months ago	1	By Gary 2 years 11 months ago
Normal topic How to create a report to show cases raised in the last 7 days By Jane 4 years 6 months ago	1	By Daniel (Workbooks Online) 4 years 6 months ago
Normal topic How to create an audit report to show changes in addresses? By Steph 4 years 6 months ago	1	By Sam (Workbooks Online) 4 years 1 month ago
Normal topic How to filter out visitors such as partners and customers By Sam (Workbooks Online) 6 years 11 months ago	0	n/a
Normal topic How to report on invoices which have not been credit noted By Workbooks Support 9 years 3 months ago	0	n/a
Normal topic How to report on the first/last item in a group, e.g. description of the latest activity By Workbooks Support 11 years 5 months ago	0	n/a
Normal topic How to report on the most successful opportunity type By Workbooks Support 8 years 7 months ago	0	n/a
Normal topic How to Report on the Related Organisations of an Opportunity By Workbooks Support 9 years 6 months ago	0	n/a
Normal topic How to Report on the status of a Contract By Workbooks Support 10 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) 5 years 9 months ago	0	n/a
Normal topic How to return a value if any one of a series of checkboxes is ticked By Workbooks Support 8 years 8 months ago	0	n/a
Normal topic How to see converted Sales Leads by User By Sam (Workbooks Online) 7 years ago	0	n/a
Normal topic How to utilise Personalised URLs By Greta (Workbooks Online) 6 years 10 months ago	0	n/a
Normal topic I can edit my report fine, but when I try to view it I get an error message [ANSWERED] By Workbooks Support 8 years 3 months ago	0	n/a
Normal topic Identify leads which do not have a related 'New' Activity By Workbooks Support 9 years 1 month ago	0	n/a
Normal topic Identifying Customers who have stopped spending with you. By External 11 years 5 months ago	1	By Workbooks Support 10 years 7 months ago
Normal topic Identifying duplicate Organisation records By Workbooks Support 8 years ago	0	n/a
Normal topic Identifying Employees of Organisations Records within a Mailing List By Sam (Workbooks Online) 5 years 4 months ago	0	n/a
Normal topic Identifying Favourite Reports By Workbooks Support 13 years 3 months ago	2	By Workbooks Support 7 years 8 months ago

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