Over the past few months, we’ve added filtering by custom fields to Leads, Contacts and Deals. Now it’s time for Reports to join the club. Today we’re introducing custom field filtering for the Pipeline Analysis and Sales Performance Reports on the web.
To filter your reports by custom fields, you’ll have to mark the fields as filterable in the custom field settings first. Once you do that, just open the deal filters on the Pipeline or Sales Performance Reports and filter by any of your custom fields. You’ll find the filter icon in the top right corner of your screen. (more…)