The Insightly CRM Reporting Guide

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  1. Learn about your reporting options
    1. Custom reports and standard (legacy) reports
    2. Legacy reports
    3. Overview of advanced reporting
    4. Advanced reporting views
  2. Build advanced reports
    1. Planning your reports (CRM Reporting 101 blog articles)
    2. Creating Advanced Reports (video)
    3. How to create a custom report
    4. How to create, edit, and delete report folders
    5. Basic report filtering
    6. Using filter logic for advanced reporting
    7. Adding summary rows to reports
    8. How to add a chart to your report
    9. What is the Opportunity History Report?
    10. What are Linked Items reports?
    11. What is the Expected Revenue field in opportunity reports?
  3. Work with your saved reports
    1. Running a custom report
    2. Setting up scheduled reports and alerts
    3. Making a copy of a custom report
    4. How to edit an existing report
    5. Troubleshooting custom reports
  4. Do more with your data
    1. How to export a custom report
    2. Connecting Power BI to Insightly
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