What are Linked Items reports?

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. 

  • How it works

  • How to create a Linked Items report

How it works

By linking records in Insightly, you can get a 360-degree view of a record's connections and easily move between them. Links can be viewed in the Related subtab on every record.

Run a Linked Items report and see the items that were linked to a Task, Contact, Organization, or Project. The report is grouped by the record name, with all the linked items listed below that.

For example, a Task Linked Item Report would be grouped by the Task Name, with all records like Contacts, Opportunities or Projects linked to that task listed below the Task name.

These reports display connections between objects of different types. However, you cannot create a report for Contacts linked to other Contacts, Projects linked to other Projects, etc.

Available Linked Item Reports:

  • Task Linked Item Report

  • Contact Linked Items Report

  • Organization Linked Items Report

  • Project Linked Items Report

Use cases:

  • All Contacts with the Opportunities and Projects they are involved with.

  • Decision makers and influencers for each Opportunity.

  • Stakeholders and contributors linked to each Project.

  • Employees or members linked to your Organizations.

How to create a Linked Items report

  1. Start a new report.

  2. Select a folder for contacts, organizations, opportunities, or projects. Choose the object that will be the focus of your report.

  3. Select the Linked Items report for that object.

  4. 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.

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