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Report - Based on date

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Hedy Ting - Broker

Requester

We need reports based on "close dates" NOT actual close date

Need report that can pull based on stage and date

Other dates that need to be referenced are, acceptance date, firm dare, close date

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S

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Hedy!

Kylee from the Product team here at SkySlope. Thank you for reaching out!

Could you clarify what the difference is between "close dates" and actual close date in this case? Are you referring to the scheduled/anticipated closing date vs the date the deal actually closes?

I've documented your feedback and we'll also monitor this post for upvotes and comments.

I've also included a tutorial here on pulling reports in SkySlope. This guide includes all the fields currently available. I encourage you to check out the "Master Data Report" as this will have many of the fields listed in your post!

If you have any questions, please feel free to reach out to our Support team anytime. They're available via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

Have a great day!

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