About Reporting

Whether you need the functionality to produce weekly, monthly or annual performance reports, or whether you simply need an accessible view of current activity within the business – we’ve got you covered. The Reporting group contains the following modules:

• Reports – choose from a range of pre-configured reports on different types of data throughout your CRM.
• Dashboards – choose from a range of pre-configured dashboards to visualise different types of data throughout your CRM.
• Favourites – for quick access, reports or dashboards added to your favourites list will appear here.
• Scheduled Reports – reports that you have scheduled will appear here.

Reports

• View Reports & Dashboards
• Prior items sold and invoiced
• Accounting integration errors
• Stock forecasting
• Scheduled Reports
• Favourite Reports
• Working with Reports

Views

• Using Views
• List View
• Map View
• Dashboard View
• Calendar View
• Kanban View
• Merge Duplicates View

Ways to filter, segment and sort your data

• Filtering records
• Tags
• Advanced Filters
• Show & hide columns
• Setting up Layouts
• Change the column order
• Sorting records

Exporting data

• Export your data to Excel

Videos

For further information, please see our videos section on Reporting.