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.
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.