On the Multi Year Sales History, give us the ability to group items by year.
For example, over a five year period, I'd like to be able to see all accounts that billed in 2008, then 2009, 2010, 2011, and 2012, all in one report. This way I would not have to pull a separate Multi Year Sales History for each year.
Our custom reporting solution has been released and will allow you to make requests for changes to reports and in some cases brand new reports that we can determine complexity and ability to design quickly for you…and then ultimately release them within days/weeks instead of months!
This is part of our Matrix Premium offering so if you’re not sure if you have this please contact our sales team at 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks!