Build custom reports and dashboards in Google Sheets with Streak’s new export features
Streak's new export features let you automate CRM data exports to Google Sheets, filter key insights, and create real-time reports—no manual work needed!
Overview:
Adding new columns to your pipeline is a key step in customizing Streak to fit your needs. Our new formatting options will make your columns more precise and easier to read. When 100 is actually $100.00, or Sept 24 is actually 24/9/2015, we’re happy to say we now have you covered.
Formatting can be added to Columns of type: Date (including Magic Columns!), Formula, or Free Form. First, let’s find the “Format” option in the dropdown of a column we’d like to format:
Free Form Columns
Free form columns can store everything from a mailing address to the number of widgets on order. To handle all of the different kinds of information thrown at Free Form columns, we’ve included a variety of format possibilities:
Date Columns
Streak offers Date Columns in various shapes and sizes. Whether you’re using a custom Date field you edit or an automatically updated Magic Column like ‘Date of Last Contact’, you’ll be able to apply the appropriate formatting:
Custom Formula Columns
Because Formulas might produce a date or a number, you’re able to apply any of the number or date format options shown above.
Show and Tell!
Easier to read numbers (note ‘Price Quote’ is an automatically calculated Formula column):
… which Streak can now roll up into more precise column summaries:
More visibility into Date & Time changes, note the same column is displayed left/right with different options applied:
In the left column below, you’ll see the “# of days since” applied to ‘Date of Last Contact’:
As always, we’d love to help you get your columns perfectly formatted:
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