Reports

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

How to create a report?

1
Choose what kind of data you want to analyse, for example, if you would like to analyse Opportunities, select Opportunities overview.
2
Choose  filters:

3
Analyse data. Data can be exported to PDF, Excel or CSV.


4
Use Visibility to set what information you want to see in the report:


5
To find a specific entry, use Search. There is an option to use filters Responsible User and Contact types in the contacts report.


6
In the Invoices Report, you can use the Country filter and the Country column to filter invoices by Contact Country:

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