Article Overview
In this article, we will cover how to Manage Reports
NOTE: These adjustments can only be made by an Admin or Owner role within your SalesRabbit Account/Amplify.
Viewing Historical Reports:
How to find reports and historical information as well as adding your own reports
- Click 'Reports' on the left hand side
- In this section, you can do many things
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Browse reports
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Add reports
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Edit reports
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Delete reports
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Create a feed post for a report
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Celebrate a report on screens
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Convert a report to a different type
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Adding Reports
- To add your own report, click the '+Add' button in the top right corner
- From the pop-up, add in the following
- The user you are making the report for
- What the activity was
- The Date and Time it occurred with a quantity if applicable
- Lastly, choose whether or not you want the report to show in the feed and make a celebration. Then just click 'Add Report'