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