When you link records together, you create a network of connections between tasks, contacts, organizations, projects, and opportunities. A Linked Items Report displays the connections for those objects, letting you see the relationships between them and other types of objects. By linking records in Insightly, you can get a 360-degree view of a record's connections and easily move between them.
In this Article
How It Works
Links can be viewed in the Related tab of every record. Run a Linked Items report and see the items that were linked to a task, contact, opportunity, organization, or project. The report is grouped by the record name, with all the linked items listed below that. Linked Items Reports are great for reviewing employees or members linked to an organization; identifying decision makers and influencers for each opportunity; and ensuring all stakeholders and contributors are linked to certain projects.
- A Task Linked Items Report grouped by the Task Name, with all records like contacts, opportunities, or projects linked to that task.
- A Contact Linked Items Report with the opportunities and projects they are involved with.
- An Opportunity Linked Items Report with the State Reason field as a filter and displays the reason an opportunity was won or lost.
Features and Limits
- The Project Linked Items report includes linked projects. Standard and custom fields are available for selection and filtering.
- The Opportunity Linked Items report includes linked opportunities. Standard and custom fields are available for selection and filtering.
- These reports display connections between objects of different types. However, you cannot create a report for contacts linked to other contacts, organizations linked to other organizations etc.
- Each report adds an individual row for each linked record. For example, if there are multiple linked contacts, each linked contact will have its own row.
- Only two linked objects can be used in an individual row, where the first object will always be the object that is being reported on.
- If you created an Opportunity Linked Items report, you could review one type of object that is linked to your opportunity record per row.
- Each row for the linked record only has knowledge of that specific record and will not report any information related to a separate linked object.
- An opportunity report that has an organization filter would not be able to also display linked contact information, such as their first name and last name.
How to Create a Linked Items Report
- Click the Reports tab located in the left sidebar.
- Select one of the following report folders: Tasks, Contacts, Organizations, Opportunities, or Projects. Choose the object that will be the focus of your report.
- Select the Linked Items Report for that object.
- The report template will start with some standard fields. As you do with other reports, you can modify and save the report to gather the information you're looking for.