The Reports feature is available in the Advanced Pack extension. It allows users to view consolidated information about their business.
Feature overview:
- List and Grid report types.
- Simple builder allowing to create reports in a few clicks.
- Report results represented as charts.
- Access controlled by Roles.
- Export report results to spreadsheets and CSV.
- Printing to PDF.
- Sending report results to specific users at a scheduled time.
- Syncing report results with a Target List.
- Using reports as filters on record list views.
- Displaying reports on the dashboard.
- Report panels on record detail views.
Documentation
To learn how to use the reports feature, check out the documentation.
Some use cases
- Revenue grouped by month for the current year.
- Revenue grouped by your sales persons.
- Revenue grouped by country.
- List of calls planned for the day sent to the manager every morning.
- List accounts that have purchased your product synced with a Target List automatically. Use this Target List for your email marketing.
Quick tour
Take our quick tour to get familiar with the Reports features.
See also
- Reports overview video
- Export reports to spreadsheet video