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Articles tagged "reports" returned 32 results.
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Using Touch Points
...available for your Accounts and Leads to show historical Touch Point data. See how Historical Touch Point Reports can be added to your Gold-Vision. Close modal Close modal Close modal...
User Access Options
...Tip Tip: Access to Gold-Vision item types, for example; Opportunities, Projects, Reports, etc., can be restricted by Primary Team in User Access Options within the Settings area. Close modal No...
Monitor activity
...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports. ...
Report, Calendar, Map and Flows view
...(charts, tables and counts) based on the data in your list. See Creating Charts and Reports for more information. Close modal Map View To use the Map view, ensure that...
Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
How Can I Use Profiles?
...widgets and reports. Creating a Profile Click on the View menu select Profile and lick on the + icon. Close modal Or click on the New Menu and select Profile....
Tips, Web Clips & More
...videos Marketing 4 videos Events 4 videos Projects & Time 2 videos Reports 1 video Portal 4 videos Design 6 videos Data 6 videos Upgrading to Gold-Vision 8 2 videos...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
