Question:

If you need a report that isn’t included by default on the sales dashboard, what should you do first?

Answer:

  • Create a custom report that gives you the information you need.
  • Look in the reports library for a report that provides the information you need.
  • Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
  • Go to the reports marketplace and see if you can purchase the needed report.

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