Custom Reports
It would be great to have a custom report capability... For instance, we would like to do the Multi Year Revenue Report that has all of the accounts listed, such as prospects and old clients, listed under each AE.
We have the ability to build custom reports as a part of the Matrix Premium offerings. If you have Matrix Premium we’d love to hear about your specific needs.
Unfortunately I was unable to discern what was needed from this request and will be closing out this feedback, but please do not hesitate to reach out to your success manager in order to explain to them some of your custom reporting needs. They’ll work with our development team in order to find a solution that can be built for you.
Thanks for the feedback!
-
AdminRyan Moore (Product Owner, Matrix) commented
What would you do with such information? Or another way of asking What problem are you trying to solve with this request?