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:
