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  2. Knowledge
  3. Insightly CRM
  4. Reports
  • Advanced Reporting
  • Basic Report Filtering
  • How to create a custom report
  • Adding summary rows to reports
  • Using filter logic for advanced reporting
  • How to add a chart to your report
  • How to add lookup relationship fields to a custom object report
  • Running a custom report
  • How to bulk edit Reports
  • How to edit an existing report
  • How to export a custom report
  • Making a copy of a custom report
  • Setting up scheduled reports and alerts
  • How to create, edit, and delete report folders
  • What is the User Login Report?
  • New Reporting with Subfolders
  • What are Linked Items Reports?
  • What are the User Generated Activity and User Activity Reports?
  • What is the Expected Revenue field in opportunity reports?
  • What is the Opportunity History Report?
  • What is the Opportunity Stage Duration Report?
  • Reporting: How to format date and time fields for grouping
  • Troubleshooting custom reports
  • Overview of Advanced Reporting
  • Lead Reports
  • Task Reports
  • Project Reports

Running a custom report

When you run a report, Insightly will display up to 2000 records in your browser. If there are more than 2000 results in the report, you can view all of them by clicking the Actions menu above the report and selecting an export option.

To run a report from the Reports tab, click the folder name that contains the report and then click the report name.

To run a report from the Report Editor, click the Run Report button.


 

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