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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.

Videos

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

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