Currently when you export the report you only get the report data not the chart.

I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.

I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

Add Weighted Forecast Option in the Forecast Change Report

When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.

I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.

It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

This is confusing>>
The duplicated rows is actually the subtotal from the item above it. So in the export you can simply collapse the last hierarchy on the Outlet so that your'e viewing the Account level. You'll see the same numbers now show for the Account. Expand it back out again and you'll see "duplicate" rows. This is because the expansion happens between the Name and the Subtotals and shifts the subtotal to the bottom.

In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?

There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.

I know there are others that have asked about this, and adoption only comes when there is value given.

I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.

When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report

freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder within a report

In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.

TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.

Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.

The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.