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?

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

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