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?
See all 9 articles

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
See all 17 articles

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
See all 8 articles

Running and Editing Reports

• Running a custom report
• How to edit an existing report
• How to export a custom report
• Making a copy of a custom report
• Troubleshooting custom reports