ResearchPoint Ideas

Query and Reports from ResearchPoint

Those of us that produce monthly research would like to be able to query items (and I hope others add to the list) hours spent in database, number of research prospects confirmed, number screened, research list data, etc. Also, I would like to pull these into a nice charted report (this might be a bit much to ask but why not put the idea out there.) Is anyone else looking to do the same let' say for monthly reports?
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  • Aug 13 2015
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  • Kristin Compton commented
    March 30, 2017 13:42

    I am doing this manually and it's not a great process - would be great to generate from RP. I think the issue is that I can't pull out a date with the Research Confirmed status (maybe I can and I just don't know about it). 

  • Anthony Pisano commented
    March 30, 2017 13:33

    I'd like to hear metrics you would like to report in RP. I see a few ideas above. Please comment anything you find would be helpful to show how you are working in the system.

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