Reporting & Dashboards
-
Reporting Basics
-
★
The Insightly CRM Reporting Guide
-
Overview of Advanced Reporting
-
Advanced reporting views
-
What is the Opportunity History Report?
-
What is the Expected Revenue field in opportunity reports?
-
What are Linked Items reports?
-
How to switch between Advanced and Legacy reports
-
Legacy Reports: "Insufficient data" messages on opportunity reports
-
Legacy Reports: Opportunity and activity reports
-
★
The Insightly CRM Reporting Guide
-
Dashboards
-
The Guide to Insightly Dashboards
-
What are dashboards?
-
What are dashboard cards?
-
Insightly's standard dashboards
-
How to create a dashboard
-
How to create a dashboard card
-
How to add a card to a dashboard
-
How to clone a dashboard card
-
How to share a dashboard card
-
Understanding the dashboard card edit page
-
Choosing the right chart for your Insightly dashboard
-
How to create a calculated field for an Insightly dashboard card
-
Viewing a dashboard
-
Viewing a dashboard card
-
How to filter a dashboard card
-
How to delete a dashboard
-
How to delete a dashboard card
-
Dashboards: Data Visualization Basics
-
Dashboard Card Example #1: Opportunities by State
-
Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year
-
Dashboard Card Example #3: Leads by Source
-
Dashboard Card Example #4: New Business by Sales Rep
-
Dashboard Card Example #5: Project Pipeline Funnel
-
The Guide to Insightly Dashboards
-
Building Reports
-
What are the User Generated Activity and User Activity Reports?
-
How to create, edit, and delete report folders
-
How to create a custom report
-
Basic report filtering
-
Adding summary rows to reports
-
How to add a chart to your report
-
Using filter logic for advanced reporting
-
Setting up scheduled reports and alerts
-
What are the User Generated Activity and User Activity Reports?
-
Running and Editing Reports