Reports

To analyse data in the system, use module Reports. You can analyse Finance, Staff member activities or Other reports.

How to create a report?

Choose what kind of report you want to analyse, for example, if you would like to analyse Opportunities, select Opportunities overview.

Use filters:

Analyse data. Data can be exported to PDF, Excel or CSV.

Use Visibility to set what information you want to see in the report:

To find a specific entry, use Search.