Customizing Your Reports

As an Admin, you can customize your reports by going to ‘Settings’ > ‘Account Settings’. On the left hand side of the screen click the section called ‘Reporting Customization’. Reporting customization allows you to personalize Client Reports with your company information.

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.

Was this article helpful?
0 out of 0 found this helpful