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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>
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>
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