Reporting

I am trying to run a report for custom fields that I have created so I can mine my customer base. Is there a filtering feature currently set up that allows us to search custom field criteria for customer, projects and leads ?

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Comments

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  • @Ryan. Its not possible to combine all of the data you are looking for in a single report at this time; however if you use Tags creatively having them reflect the criteria you are needing you can produce a report with the information you are wanting.

    Currently you can filter by a Custom Field; but not including Contacts, Projects and Leads.  

     

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  • Use www.easy-insight.com to report on you Insightly data. It is integrated with Insightly too, so you will not need to export any data to use with a 3rd party reporting application. 

    Note: Insightly is coming out with a custom reporting feature update later this year. 

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  • Any update on the ETA of the custom / extended reporting from Insightly?
    Really looking forward to seeing this.

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  • We're excited for this too ! However, there isn't an ETA at this time since want to make sure that it's complete :)

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  • Great news all! Advanced Reporting is now available - check it out :)

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