Reports

Reports answer questions like “How many deals did we close this quarter?” or “Who has the most open tickets?” without scrolling through lists.

Opening Reports#

Click the Reports icon in the top bar. Reports are organised in folders, and Favourites and Recently run keep the ones you use close at hand.

Ways to look at a report#

Every report can be shown three ways, using the switch above the results:

A chart sits under the results and follows the view you choose. Click a bar or slice to see the records behind it.

Running a report#

1. 1
   Find the report in its folder, or search for it.
2. 2
   Click its name: the results appear straight away.
3. 3
   Use the search box and the column headers to narrow and sort the results. To limit the dates, add a condition on the Filters tab.
4. 4
   Export what you see with the Excel, CSV or PDF buttons.

Creating a report#

1. 1
   Click New report.
2. 2
   Give it a name, choose a folder and the module it is about (for example Opportunities), then click Next.
3. 3
   Build it in the report editor’s tabs — the preview updates as you go:

   • Filters — which records, e.g. stage is Closed Won and close date is this quarter
   • Columns — which fields to show
   • Calculations — sums, averages, lowest and highest
   • Group & sort — group by up to three fields
   • Sharing & schedule — who can see it, and emailing it on a schedule
4. 4
   Click Save & Generate Report (on a report you are changing, Save report).

Useful reports for each role#

Reports worth building for each role:

Adding a report to your dashboard#

Open the report and click Add to dashboard on its chart. The chart appears as a widget on your dashboard.