Users can create custom HTML reports to display content from CRM databases. The available reports are listed by their specific libraries.
Users can now download the source files for Territory Insights, Account Plan Dashboard, and KOL Profile. The source files enable the user to customize HTML Reports.
|Report Name||Report File||Source File|
|Homepage - Territory Insights||File||Territory Source|
|Account Plan Dashboard||File||KAM Source|
|Approved WeChat Dashboard||File||Approved WeChat Source|
|KOL Custom HTML Profile||File||KOL Source|
|Account Sales Dashboard||File||Account Sales Source|
|Interaction Summary||File||Interaction Summary Source|
|Inventory Monitoring Dashboard||File||Inventory Monitoring Source|
|Medical Dashboard||File||Medical Source|