Reports Questions
- Common Investment Banking Reports (For Deals / Lists)
- Creating custom reports
- Report visualizations
- Deal + List Report: Grouping Options
- Deal + List Reports: Filtering Options
- Common Investment Team Reports (For Deals / Lists)
- Deal Lifecycle Report
- Deal + List Report: Graph Values
- Interaction Reports: Grouping Options
- Common Investment Team Reports (For Relationship Management)
- Interaction Reports: Filtering Options
- Email Campaign Analytics
- Customizing Report colors