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Glide
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To be able to generate more Reports on Glide (not only Services provided reports)
Shipped
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Elena
Jun 18, 2018

For example:

Customer - Country - Stage - Action - Deadline - Notes & Replies

Customer A - France - loading - Lisa - 1/03/18 -
Customer B - Germany - chasing - Claire - 1/04/18 -
Customer C - France - submitting - Ben - 1/05/18 -

Comments
M
Moderator
May 30, 2019

Hi Elena, hopefully you saw the alert/blog to confirm we released the job version of the above late last year. It is found towards the bottom of the workflows menu, hoping it can do everything you need. Please do post on here if that is not the case. Ben.

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Elena
Oct 18, 2018

Thank you. Reports on job data would be more useful. Thanks.

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M
Moderator
Oct 17, 2018

Hi, solid progress to report on the new report writer in Glide. You should see this on the menu labelled with your firm name, currently called 'Client database query engine'. Here you can create reports that now includes custom client fields, many more options to follow. I think some of the data in your example may be job data and we plan to do something similar for job data too. Let me know any thoughts / ideas on this.

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