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Shannon Andreas 21Shannon Andreas 21 

SalesforceIQ Reporting

Does anyone here have experience with SalesforceIQ CRM reporting? If so, can you tell me how I would "build" a report and save it? From what I have read, it looks like you have to use the pre-built reports onscreen. I have a request from a client to build certain reports such as total revenue MTD, QTD, YTD and number of tickets per region per day, etc. 

Is there a way to save multiple reports?

Hopefully someone here is familiar!

Thanks in advance for your help!

Shannon