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You can customize your reports and apply advanced filters to narrow down the data. For example:
- Filter by specific customer groups (e.g., “VIP Customers”).
- Customize the date ranges (e.g., weekly, quarterly).
- Group data by fields like sales rep, customer region, or product type.
🧠 Why it’s important: #
- Filters and customization allow you to zoom in on the most relevant data for your business needs.
- Helps you segment data and spot specific trends, rather than just general overviews.
✅ How to Use: #
- After selecting a report (e.g., Sales Report), look for filter options.
- Apply necessary filters based on your needs.
- Save the custom report for future use.
💡 Pro Tip: #
You can create custom report templates that automatically apply your favorite filters, so you don’t have to repeat the process each time.
