Add charts and graphs to custom reports with Insightly's Advanced Reporting

Insightly now allows you to add a chart or a graph to your custom report so you can quickly and easily see how your business is performing.

Select from a line chart, a pie chart, bar graphs, and more. With Insightly’s Custom Reports, you can create powerful visual custom reports on all record types to answer questions like "Which lead source brings you the best leads?" or "How much opportunity value is currently in each stage?”
Our short tutorial video explains how you can get started creating charts in custom reports. Or, if you prefer, learn more in our help article How to add a chart to your report. Thanks!



Please sign in to leave a comment.