reports

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  • Plugin Contributor LisaK.social

    (@lisaksocial)

    Yes, we actually released an update yesterday! What types of reports are you looking for?

    Thread Starter a2zcomputing

    (@a2zcomputing)

    reports from the CRM side, like which businesses are with in a postcode , which ones are in which city, which ones are bronze members etc

    Plugin Contributor LisaK.social

    (@lisaksocial)

    Much of this information can be pulled from the Business Directory. You can do a basic export to CSV and then sort as needed. Go to Chamber Dashboard >> Export Directory.

    To export additional information from the Directory, or to export by renewal date or membership level, try our Advanced Exporter: https://chamberdashboard.com/add-ons/

    Advanced Exporter also exports ‘People’ records from the CRM as well as overdue invoice information.

Viewing 3 replies - 1 through 3 (of 3 total)
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