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. There is an option that can use filters the Responsible User and Contact types in the contacts report.

In the Invoices Report, you can use the Country filter and the Country column to filter invoices by Contact Country:
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us