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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Customizing the New Business Report
Having a challenge customizing the New Business Report. If I leave it alone, it works fine - shows only those customers who purchased for the first time in the period I specify.
However, when I try to add a descriptor field, like Price Level, the report shows ALL sales for that period.
I do not know how to make sure I can keep the report mechanics as is and yet add information that will make the report meaningful.
Feedback and advice are appreciated.
Rick
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