Access this demo here.

You can also Print or Export your own custom client list reports. This is started by setting the Custom criteria via the sales opportunity, the Salesperson, and selecting the different fields to report on.




Once you’ve selected your custom criteria, head to the bottom and select 'Export as CSV'.

If you'd like to create your own Sales Report template based on these criteria, then just add a name down the bottom, and click 'Save as template'.