📅 Set Date Range on "Top Products" Report
Prospect CRM offers tonnes of standard, pre-made Reports - ready to use. One of our most used Reports is the Top Products Report, which shows the sales (value/quantity/orders) for a given product over all time. But did you know you could filter this Report to show data for a given period instead to make it more meaningful and relevant? Why not give it a go! For example, try filtering to see what your best selling products were last month:
> Step 1: Add Filters to the Report (click the three dots on the right-hand side, then "Add Filters").
> Step 2: Set "Grouping by Month" & "Grouping by Year" to "0" (switching these from "1" to "0" will mean we're not grouping the Report by certain dates, but instead returning results for a given period of time).
> Step 3: Add "Rounded Date" as a Filter (this means we can just show the data for the given date range), and select the time period e.g. "Last Year" or "Last Month" from the drop-down options.
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💙 Favourite a Report
Access your most-loved Prospect CRM Reports super fast by favouriting them - just one of the handy features in the new Report view!
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Our penultimate New Features Wrap Up video for 2021 is live, packed full of your top-voted improvements and new feature requests! Watch, like and share it here! 🎉
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