Company and Activity Reporting
Explore company and activity reports around the questions you need to answer.
Start with the work itself.
Describe a report through the decision it supports: who needs which information and for what period?
Questions for the call
Which reporting views, data scope and export options are required?
Be clear about scope.
Do not assume every report format or custom business intelligence connection is available.
Related modules
GoActiveX / 360°
Which task still lives in a spreadsheet or a chat thread?
Let’s start there in the intro call.
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