printing
I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.
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Marcia Forsyth commented
Ryan, your export wizard per Account is exactly what we need. Having the flexibility to build data reports within an account would be great. We work on these accounts individually and don't always need the 'Big Picture'. However, the big picture is helpful too.
Awesome and can't wait! -
AdminRyan Moore (Product Owner, Matrix) commented
How would you feel about an export wizard per Account that let's you build up what you care about?
Revenue
Activities (Last Activity + all upcoming)
Address
Deals (last deal + all upcoming with relevant info like Outlets, timeframe, and dollars)
Notes (last 3)
Contacts (all?) -
Marcia Forsyth commented
Having an excel option in each account would be helpful. Then a person wouldn't have to call up, for example, a multi year budget history rpt of every client only to have to edit it down to the intended information.
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Michael Fanning commented
Make it easy to print or output to Excel from the account billing history tab on the account Profile Page in one easy step. I know you can create the same data points from the Multi-Year Sales Report ... but it adds steps and wastes time when you are already looking at the data on the Profile Page.
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Anonymous commented
REVENUE TAB SHOULD BE ABLE TO PRINT IN EXCEL. IT GIVES MORE OPTIONS THAN THE "REPORT" I.E. PERCENTS
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Anonymous commented
Export button on the Revenue Tab in the account profile
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Melanie Brightwell commented
Being able to print the bird's eye view would be a good tool for AEs during job performance reviews.
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AdminRyan Moore (Product Owner, Matrix) commented
Exporting the account list so that it can be printed currently exists.
Load up the account list and click on the Export Accounts button in the upper right. It looks like a downward pointing arrow and is right below the My List / Master List controls.
The Deals, Activitiy List, and Account Profiles do not have this functionality yet which I believe is what the original comment is referring to.
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Shallon Everett commented
what about an easy way to print your account list- that would be helpful!