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.

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

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