Hello Everyone!<\/strong><\/p>

Discover the game-changing impact of Generative AI<\/strong> on customer service in this power-packed webinar.<\/p>

Here\u2019s what you need to know about the session -<\/p>

Agenda -<\/strong><\/u><\/p>

\"\ud83d\udccc\" Generative AI\u2019s impact on customer service and support<\/p>

\"\ud83d\udccc\" Quick demo on leveraging AI for enhanced customer service functions<\/p>

\"\ud83d\udccc\" Q&A session<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

\u00a0<\/p>

What areas we will delve into -<\/u><\/strong><\/p>

\"\ud83d\udccc\" Understand how Generative AI is transforming customer service<\/p>

\"\ud83d\udccc\" Discover how AI enhances self-service and delivers quick resolutions, freeing up agent time<\/p>

\"\ud83d\udccc\" Explore Freshworks' newly launched Freddy AI, powered by Generative AI, for automating repetitive tasks and maximising productivity<\/p>

\"\ud83d\udccc\"\u00a0 Learn how Freddy AI enables proactive issue identification and timely decision-making for business\u00a0growth<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

\u00a0<\/p>

Date - Aug 8, 2023<\/strong><\/p>

Time - 9:00 AM PST | 9:30 PM IST<\/strong><\/p>

\"\ud83d\udc49\ud83c\udffd\"\u00a0RSVP NOW !!<\/strong><\/a><\/p>","author":{"id":43548,"url":"\/members\/kamakshi-v-43548","name":"Kamakshi V","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e865e8ef-3f5e-4151-899f-7677e48d6699.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":3},"type":"Webinar","url":"https:\/\/community.freshworks.com\/events\/unleash-ai-cx-gets-more-personalized-predictive-and-optimized-227","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/125f6bf9-d0ed-43bb-be49-e160f57f0c14_thumb.jpg","location":"","startsAt":1691510400,"endsAt":1691514000,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1690397491"},"config":{"selectedTopic":{"id":227,"title":"Unleash AI: CX gets more Personalized, Predictive, and Optimized","content":"

Hello Everyone!<\/strong><\/p>

Discover the game-changing impact of Generative AI<\/strong> on customer service in this power-packed webinar.<\/p>

Here\u2019s what you need to know about the session -<\/p>

Agenda -<\/strong><\/u><\/p>

\"\ud83d\udccc\" Generative AI\u2019s impact on customer service and support<\/p>

\"\ud83d\udccc\" Quick demo on leveraging AI for enhanced customer service functions<\/p>

\"\ud83d\udccc\" Q&A session<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

\u00a0<\/p>

What areas we will delve into -<\/u><\/strong><\/p>

\"\ud83d\udccc\" Understand how Generative AI is transforming customer service<\/p>

\"\ud83d\udccc\" Discover how AI enhances self-service and delivers quick resolutions, freeing up agent time<\/p>

\"\ud83d\udccc\" Explore Freshworks' newly launched Freddy AI, powered by Generative AI, for automating repetitive tasks and maximising productivity<\/p>

\"\ud83d\udccc\"\u00a0 Learn how Freddy AI enables proactive issue identification and timely decision-making for business\u00a0growth<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section>

\u00a0<\/p>

Date - Aug 8, 2023<\/strong><\/p>

Time - 9:00 AM PST | 9:30 PM IST<\/strong><\/p>

\"\ud83d\udc49\ud83c\udffd\"\u00a0RSVP NOW !!<\/strong><\/a><\/p>","author":{"id":43548,"url":"\/members\/kamakshi-v-43548","name":"Kamakshi V","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/e865e8ef-3f5e-4151-899f-7677e48d6699.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":3},"type":"Webinar","url":"https:\/\/community.freshworks.com\/events\/unleash-ai-cx-gets-more-personalized-predictive-and-optimized-227","image":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/125f6bf9-d0ed-43bb-be49-e160f57f0c14_thumb.jpg","location":"","startsAt":1691510400,"endsAt":1691514000,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1690397491"}},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}">

  • 3Topics
  • 15Replies

3 Topics

Hey Refresh Community,<\/p>

\u00a0<\/p>

Just wanted to check in and see if anyone has created a daily sales activity report? It should serve as a summary of a salesperson daily engagement.<\/p>

Current manual report table includes the following:<\/p>
\t\t\t

Date<\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Company <\/span>(Account)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Person \/ Designation <\/span>(Contact)<\/span><\/strong><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Discussion<\/span><\/p>\t\t\t

(Notes?)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Potential<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><\/tbody><\/table>","url":"\/analytics-11347\/daily-sales-activities-summary-report-23651?postid=59732#post59732","creationDate":"2022-03-08T00:58:16+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2229,"id":23651,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11347,"isIdeation":false,"url":"\/analytics-11347","title":"Analytics","description":"Using Freshsales"},"url":"\/analytics-11347\/daily-sales-activities-summary-report-23651","title":"Daily Sales Activities Summary Report","lastPost":{"id":81131,"author":{"id":46626,"url":"\/members\/tamildhool-46626","name":"Tamildhool","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f54a93c5-5ffc-4000-8b5a-d476d96b2e02.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

Tamil serials and TV shows in HD on TamilDhool<\/p>

https:\/\/trabajo.merca20.com\/author\/tamildhooll-livegmail-com\/<\/a>
https:\/\/socialupme.com\/story633394\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/thekiwisocial.com\/story627801\/tamildhool<\/a>
https:\/\/socialstrategie.com\/story660106\/tamildhool<\/a>
https:\/\/social4geek.com\/story655722\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/socialbuzzmaster.com\/story648571\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/topsocialplan.com\/story627530\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/tornadosocial.com\/story620007\/tamil-dhool<\/a>
https:\/\/socialaffluent.com\/story651140\/tamil-dhool<\/a>
https:\/\/ledbookmark.com\/story650107\/tamildhool<\/a>
https:\/\/businessbookmark.com\/story651459\/tamildhool<\/a>
https:\/\/socialbuzzmaster.com\/story648571\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarkyourpage.com\/story545998\/tamil-dhool<\/a>
https:\/\/bookmarkfavors.com\/story644340\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarksoflife.com\/story644627\/tamildhool<\/a>
https:\/\/bookmarkalexa.com\/story622838\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/mixbookmark.com\/story623719\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/e-bookmarks.com\/story653355\/tamildhool<\/a>
https:\/\/myeasybookmarks.com\/story621834\/tamildhool<\/a>
https:\/\/bookmarksurl.com\/story622872\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarksfocus.com\/story632822\/tamildhool<\/a>
https:\/\/bookmarkshome.com\/story651279\/tamildhool<\/a>
https:\/\/bookmarkspedia.com\/story573603\/tamildhool-watch-collection<\/a>
https:\/\/bookmarklinking.com\/story625148\/tamildhool<\/a>
https:\/\/getsocialpr.com\/story14883550\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/www.intensedebate.com\/people\/tamildhooll2<\/a>
\u00a0<\/p>","url":"\/analytics-11347\/daily-sales-activities-summary-report-23651?postid=81131#post81131","creationDate":"2023-08-03T09:44:54+0000","relativeCreationDate":"18 hours ago"},"lastReply":{"id":81131,"author":{"id":46626,"url":"\/members\/tamildhool-46626","name":"Tamildhool","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/f54a93c5-5ffc-4000-8b5a-d476d96b2e02.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":"

Tamil serials and TV shows in HD on TamilDhool<\/p>

https:\/\/trabajo.merca20.com\/author\/tamildhooll-livegmail-com\/<\/a>
https:\/\/socialupme.com\/story633394\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/thekiwisocial.com\/story627801\/tamildhool<\/a>
https:\/\/socialstrategie.com\/story660106\/tamildhool<\/a>
https:\/\/social4geek.com\/story655722\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/socialbuzzmaster.com\/story648571\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/topsocialplan.com\/story627530\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/tornadosocial.com\/story620007\/tamil-dhool<\/a>
https:\/\/socialaffluent.com\/story651140\/tamil-dhool<\/a>
https:\/\/ledbookmark.com\/story650107\/tamildhool<\/a>
https:\/\/businessbookmark.com\/story651459\/tamildhool<\/a>
https:\/\/socialbuzzmaster.com\/story648571\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarkyourpage.com\/story545998\/tamil-dhool<\/a>
https:\/\/bookmarkfavors.com\/story644340\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarksoflife.com\/story644627\/tamildhool<\/a>
https:\/\/bookmarkalexa.com\/story622838\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/mixbookmark.com\/story623719\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/e-bookmarks.com\/story653355\/tamildhool<\/a>
https:\/\/myeasybookmarks.com\/story621834\/tamildhool<\/a>
https:\/\/bookmarksurl.com\/story622872\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/bookmarksfocus.com\/story632822\/tamildhool<\/a>
https:\/\/bookmarkshome.com\/story651279\/tamildhool<\/a>
https:\/\/bookmarkspedia.com\/story573603\/tamildhool-watch-collection<\/a>
https:\/\/bookmarklinking.com\/story625148\/tamildhool<\/a>
https:\/\/getsocialpr.com\/story14883550\/tamildhool-watch-collection-of-tamil-serials-and-tv-shows<\/a>
https:\/\/www.intensedebate.com\/people\/tamildhooll2<\/a>
\u00a0<\/p>","url":"\/analytics-11347\/daily-sales-activities-summary-report-23651?postid=81131#post81131","creationDate":"2023-08-03T09:44:54+0000","relativeCreationDate":"18 hours ago"},"numberOfUnreadReplies":0,"numberOfReplies":10,"numberOfLikes":0,"relevantPost":{"id":59732,"author":{"id":35388,"url":"\/members\/alvin-ng-35388","name":"Alvin Ng","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Hey Refresh Community,<\/p>

\u00a0<\/p>

Just wanted to check in and see if anyone has created a daily sales activity report? It should serve as a summary of a salesperson daily engagement.<\/p>

Current manual report table includes the following:<\/p>
\t\t\t

Date<\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Company <\/span>(Account)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Person \/ Designation <\/span>(Contact)<\/span><\/strong><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Discussion<\/span><\/p>\t\t\t

(Notes?)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t

Potential<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><\/tbody><\/table>","url":"\/analytics-11347\/daily-sales-activities-summary-report-23651?postid=59732#post59732","creationDate":"2022-03-08T00:58:16+0000","relativeCreationDate":"1 year ago"},"numberOfViews":195,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"81131"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"f9621bdfc5a9c223c7ebe729b8fc0c0770bbbb24","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.
I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":3848,"id":27121,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11347,"isIdeation":false,"url":"\/analytics-11347","title":"Analytics","description":"Using Freshsales"},"url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121","title":"Performing calculations in FreshSales Analytics","lastPost":{"id":69796,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.
I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":69796,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.
I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"numberOfViews":19,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"69796"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"f9621bdfc5a9c223c7ebe729b8fc0c0770bbbb24","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

I\u2019m new to FreshSales\u00a0and want to create a report which shows the data underlying a chart so I can export it. I\u2019ve searched the forum topics and it looks as though I\u2019d need to use tabular format\u00a0or view\u00a0underlying data. However, my Analytics report doesn\u2019t have the show \/ hide underlying data option. For this report, the objective is to show a table of clients, relationship owner, and stage of the relationship, but I don\u2019t have show\/hide underlying on any reports. How can I create a report with a data table?<\/p>

I\u2019m using the browser-based version with enterprise annual license.<\/p>

\"//m.teammarx.com/community/\"<\/figure>

\u00a0<\/p>

\u00a0<\/p>","url":"\/analytics-11347\/table-in-report-tabular-format-25672?postid=66446#post66446","creationDate":"2022-09-07T13:33:07+0000","relativeCreationDate":"10 months ago"},"isTopicUnread":true,"privateId":3170,"id":25672,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11347,"isIdeation":false,"url":"\/analytics-11347","title":"Analytics","description":"Using Freshsales"},"url":"\/analytics-11347\/table-in-report-tabular-format-25672","title":"Table in report (tabular format \/","lastPost":{"id":66726,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hey Charlie,\u00a0<\/p>

Glad to know that your query is resolved.\u00a0<\/p>

Have a great day! :)\u00a0<\/p>","url":"\/analytics-11347\/table-in-report-tabular-format-25672?postid=66726#post66726","creationDate":"2022-09-14T09:17:13+0000","relativeCreationDate":"10 months ago"},"lastReply":{"id":66726,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hey Charlie,\u00a0<\/p>

Glad to know that your query is resolved.\u00a0<\/p>

Have a great day! :)\u00a0<\/p>","url":"\/analytics-11347\/table-in-report-tabular-format-25672?postid=66726#post66726","creationDate":"2022-09-14T09:17:13+0000","relativeCreationDate":"10 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":5,"numberOfLikes":1,"relevantPost":{"id":66446,"author":{"id":38421,"url":"\/members\/charlie-w-38421","name":"charlie_w","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

I\u2019m new to FreshSales\u00a0and want to create a report which shows the data underlying a chart so I can export it. I\u2019ve searched the forum topics and it looks as though I\u2019d need to use tabular format\u00a0or view\u00a0underlying data. However, my Analytics report doesn\u2019t have the show \/ hide underlying data option. For this report, the objective is to show a table of clients, relationship owner, and stage of the relationship, but I don\u2019t have show\/hide underlying on any reports. How can I create a report with a data table?<\/p>

I\u2019m using the browser-based version with enterprise annual license.<\/p>

\"//m.teammarx.com/community/\"<\/figure>

\u00a0<\/p>

\u00a0<\/p>","url":"\/analytics-11347\/table-in-report-tabular-format-25672?postid=66446#post66446","creationDate":"2022-09-07T13:33:07+0000","relativeCreationDate":"10 months ago"},"numberOfViews":119,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"66726"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"f9621bdfc5a9c223c7ebe729b8fc0c0770bbbb24","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

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