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How can I see a report on my top companies?
How can I see a report on my top companies?

Here's how you can use Custom Columns and the Project List Download to quickly see which companies you've done the most business with.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago


Want to know which companies have the highest contract totals?
First, add the Business and Contract Total Custom Columns.

Then, open the document in Google Sheets (this is my preferred method!)

After, click to Pivot this sheet.

Finally, in the Pivot Table add in the Rows for Business, Values for Contract Total, and sort the table by the Sum of Contract Total.

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