Creating new reports

Stacie S. shared this question 15 months ago
Answered

I am trying to create a new report with customer full name and email address. I want to know if there is a way to break this report down by salesperson. I do not see this as an option and do not want to have to run all clients and then figure out which ones are which salespersons.


Thanks!

Comments (4)

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This is how you could create the report...

83f844fb3b5e2de46b9d887d476de101

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Thanks. I do not see the “lead sales rep” in my column name list.

Stacie Shapero

Account Manager

Talk of the Town

14650 Southlawn Lane, #23

Rockville, MD  20850

Phone 301-738-9500 x101

stacie@tottevents.com

www.tottevents.com

Download our Entertainment Catalog:

http://www.tottevents.com/images/stories/TOTT-Entertainment-Catalog-4-19.pdf

Washington Family Magazine – Best Party Entertainment – 2021

Potomac Lifestyle Magazine – Best Entertainment Company – 2021, 2022

Montgomery Magazine – Best Party Entertainment - 2021

Washington Jewish Week – Best Party Entertainment – 2018, 2019, 2020, 2021, 2022

Baltimore Jewish Times – Best Party Entertainment – Runner Up 2021

Smart CEO’s Family Business Honoree - 2016

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Creating new reports

Erika Arrington

This is how you could create the report...

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photo
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This was under lead report.

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1

Thank you!

Stacie Shapero

Account Manager

Talk of the Town

14650 Southlawn Lane, #23

Rockville, MD  20850

Phone 301-738-9500 x101

stacie@tottevents.com

www.tottevents.com

Download our Entertainment Catalog:

http://www.tottevents.com/images/stories/TOTT-Entertainment-Catalog-4-19.pdf

Washington Family Magazine – Best Party Entertainment – 2021

Potomac Lifestyle Magazine – Best Entertainment Company – 2021, 2022

Montgomery Magazine – Best Party Entertainment - 2021

Washington Jewish Week – Best Party Entertainment – 2018, 2019, 2020, 2021, 2022

Baltimore Jewish Times – Best Party Entertainment – Runner Up 2021

Smart CEO’s Family Business Honoree - 2016

New Comment

Creating new reports

Erika Arrington

This was under lead report.

OPEN COMMENT IN BROWSER

Stop receiving notifications about this question

Powered by UseResponse

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