02-14-2019 08:47 AM
I need to send my management a report on Fridays summarizing my activities for the previous week. Most of the report focuses on moving opportunities forward to a close.
Given I already associate activities to opportunities, is there a way for me to create a report of opportunities that have had an activity for the opportunity cleared in a selected time frame (for my weekly report that would be the preceding seven days)?
As a second choice, can a report be generated for opportunities that have been edited in a selected time frame??
Hopefully this makes sense.
Thanks as always....Mike
02-14-2019 10:13 AM