Excel Export Report Erika
The Excel Export Report is going to compile data from your project file information.
It’s based on the login date, so the date that a record or a project was entered into the platform.
It is going to have all your miscellaneous information, your project information, and it’s a great report for tracking new leads.
This report will help you answer questions like,
Have we followed up with them? What is the sales status? Did we make sure we got those leads that came in assigned?
If your team has decided to use project custom fields at the bottom of your misc. information area, those fields will export to this report.
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