Has anyone else noticed that the random merged fields and formatting applied to Flex exports makes for a ton of work when trying to analyze data?
I need a Quotes w/Breakout type of report but with added columns for Account Manager and Project Manager. With each breakout of revenue data getting it's own column, and not grouped together into a single column.
Quote # | Quote Name | Status | Acct Mgr | Project Mgr | Equipment Revenue | Labor Revenue | Service Rev | Grand Total |
Is this an easy custom report? Is there a group of search tokens that correlate to the "Breakout total after discount (by resource type)" that I could add to the Quotes view and export myself, without building a custom report?
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