I am not seeing any data on my reports

I am not seeing any data on my reports. I have a weekly meeting with my business consultant and I need to start showing my reports on my weekly activity.

1) I need to know how to run weekly reports that will show my activity with "opportunities" (leads) to show what activity has been happening.

2) I need to show progress from week to week.

I looked for training video's but I couldn't find any.

can you help me as soon as possible.

Thank you, 

Brandon

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3 comments
  • Hi Brandon,

    Remember that you will need each opportunity to have a currency type (e.g. USD $) otherwise opportunities won't show up on any report.

    While we don't have a Leads report, I know customers are using custom filters as a workaround -- For example, creating a custom filter and filtering companies by "Lead source contains Other" and "Lead Status contains Phone".

    Here are also two FAQ articles you might find useful:

    Insufficient Data Messages on Reports explains why opportunity reports may be showing either incomplete or no data.

    Using Reports in Insightly walks you through each report and tells how to use them. 

     

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  • Hi Brenda,

    Any ETA on reporting will be available for Leads? I find this a crucial element in Insightly that's surprisingly missing.

     

    We've implemented Insightly for two of our projects and would really love to see some reports on Leads (Source, Status ,etc).

     

    Many thanks!

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  • @Ashish - Thank you for checking in! 

    Have you had a chance to take a look at our new advanced reporting feature? This will allow you to run reports on leads. 

    More information can be found here: http://support.insight.ly/hc/en-us/community/posts/206954457-Advanced-Reporting-has-launched-

    Thank you!

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