Add a "last updated" date to pending report

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.

25 votes

Chad Woolbright shared this idea · Nov 29, 2011 · Report… · Admin →

Prioritizing ·

AdminRyan Moore (Product Owner, Matrix) responded · Apr 4, 2023

Looking to prioritize this for a future date. Moving ahead a step. Stay tuned!

Show previous admin responses (4)

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Anonymous commented · February 24, 2015 3:12 PM · Report

This is REALLY needed when you are doing a quick overview of pending billing without having to dig deep into AE accounts.

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Anonymous commented · October 3, 2013 8:29 AM · Report

I'd like to be able to see when an AE last updated their pending, without having to click into each individual account.

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John Rodriquez commented · August 9, 2013 1:04 PM · Report

I second this!!

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Anonymous commented · July 30, 2013 10:32 AM · Report

I want to easily see when my AEs last updated their pending, without having to go into each of their accounts to see which one was most recently updated.

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Dan Ketterick commented · March 28, 2013 10:59 AM · Report

I second Chad's request -- I am now saving pending in excel on a weekly basis to compare last week to this week, when I really need to see when it was last updated.

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stephen commented · March 18, 2013 12:14 PM · Report

Do it soon.

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