Customizing Your Reports

As an Admin, you can customize your reports by visiting 'Report Settings' in the top right navigation bar.

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Under ‘Reporting Customization’ you will have the option to personalize Client Reports with your company information.

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Customization can take place on two different reports:

Client Report

Allows you to show your clients how long certain tasks normally take without using a tool like Pitchbox, so reflect the manual time estimation in your reports, not how long it took you in Pitchbox. You can toggle Display Time off as well. (Example: Creating a campaign may take 20 minutes outside of Pitchbox, where as creating a campaign takes only a few minutes within the tool)

Team Performance

Allows you to adjust whether work completed by deleted users is included in your team performance report.