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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Sales MTD report (saved search)
I want to generate a saved search report that tallys Month to Date sales and emails itself to all sales reps every Monday.
I know how to generate sales, but how do i set the search to make always return the MTD figure automatically? Right now my report has a selectable date, but that wont help if I am trying to automate it.
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