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All Announcements15 Jun, 2026

Custom Reports: Now available for Leads and Inventory! πŸ“Š

New Feature

Similar to the Custom Reports in Documents, you can now save frequently used filtered views across Sales CRM and Inventory modules as well!

Whether it’s lead tracking, inventory reviews, or warehouse-level stock views, Custom Reports let you save your filtered view once and access it anytime with one click:

leadscustomreport2

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