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?

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

2
Analyse data. Data can be exported to PDF, Excel or CSV.


3
Use Visibility to set what information you want to see in the report:


4
To find a specific entry, use Search. There is an option that can use filters the Responsible User and Contact types in the contacts report.


5
In the Invoices Report, you can use the Country filter and the Country column to filter invoices by Contact Country:

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