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: