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
Analyse data. Data can be exported to
PDF, Excel or
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: