How do I save a sales report?

Save your Sales reports to easily access them later on

Save your Sales reports and easily access them from your Pulse page.

To Save a Sales Report

  1. From your Sales page, add the relevant filters to narrow down your results.

2. After applying all of your filters to your report, click Save.

3. Fill in the name and description of your report, along with determining who else will have access to it. Click Save

Your report will now appear above the search bar in your Sales page for easy access and will also appear at the bottom of your Pulse page.