Ability to download reports by services/line items would be very useful
We are constantly adapting and trying to improve our workflows so would find it very useful to be able to run a report on which clients have specific services or line items in their current proposals.
Andrea Thomas
Hi Andrea.
We'd love to understand your thoughts on reporting in a little more depth.
Would you be free to schedule an interview with us?
If so, please e-mail me at danielle.fisher@sage.com so we can arrange!