This article covers the 'Build a report' function in the deal space. This is available to all users but for invited teams their access will determine what they can report on.
Reports can only be built on published items, draft items will not appear in the list of items to include in a report.
- Navigate to reports, on the left hand side menu, and select 'Build a report'.
- Select which item of the deal space to be reported on and what format the report is to be output in.
- Click on 'download' to execute the creation of the report.
- The report will be downloaded direct from the deal space.
Need further guidance or help? Contact the Help Desk team: email@example.com