Knowledge Base

If you use the probability percentage field on your Opportunities you’ll probably want to build reports that include a weighted Opportunity value, ie, the amount of the Opportunity multiplied by the probability. This is easy to achieve

When filtering on a landing page in Workbooks, it is possible to choose between ‘Match all’ and ‘Match any’. However, it is not possible to do this when adding a criteria to a report. If

This page is designed to help answer some common questions and challenges related to reporting in Workbooks.

As of April 2025, Microsoft are changing how the EWSEnabled setting works in Exchange Online. These changes align with Microsoft’s plan to retire EWS in Exchange Online by October 2026. To ensure that the Exchange

If you are using our SFTP/FTP Plugin, Stage 1 of this guide is completed automatically and can be skipped. See here for more information. If you are using a custom-built SFTP/FTP Process you should follow