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Custom Report Variables
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Can we get the ability to have
Initiated By and User as variables for custom reports so we can then sort our reports by those options?
The same question
Can you clarify the following?
Initiated By - The name of the worker who created the lead?
User - Not sure what you meant by this one.
Can you clarify the following?
Initiated By - The name of the worker who created the lead?
User - Not sure what you meant by this one.
what i am trying to get is to be able to do reports for payments example by user
that would allow me to run a list of all payments by each employee but would also need to include IO payments where the client does it online.
those variables available would allow us to sort things by user to follow through as needed.
The reason i stated them both is because on the log you list them both as 2 different names so i wasnt sure which name the variable was called.
what i am trying to get is to be able to do reports for payments example by user
that would allow me to run a list of all payments by each employee but would also need to include IO payments where the client does it online.
those variables available would allow us to sort things by user to follow through as needed.
The reason i stated them both is because on the log you list them both as 2 different names so i wasnt sure which name the variable was called.
We log this information, but we don't save it in a way that's exportable for the reports. This may make it in the future though.
We log this information, but we don't save it in a way that's exportable for the reports. This may make it in the future though.
ok I would think it would be important to some others especially when trying to track payments.
with those variable available we would be able to do a batch list to see what payments was posted by staff etc.
ok I would think it would be important to some others especially when trying to track payments.
with those variable available we would be able to do a batch list to see what payments was posted by staff etc.
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