Advanced Reporting has launched!
Insightly is launching our next generation of reporting. Thanks to those of you in the community that have participated in our beta program and given us feedback. This version of reporting allows users to create custom tabular reports through an easy to use design using drag and drop. Our focus with this version is to deliver the capability to create custom reports, because user feedback indicated that the lack of reporting customization was one of the main limitations of our current offering. As such, this first release does not include reporting graphs or dashboards. However we know that the display of data in this format is important so we are working on adding this capability.
So what can you do with Insightly's Advanced Reporting? Advanced reports let you create custom tabular reports based on fields and parameters that you choose. These powerful reports can be saved, shared, and—with a paid subscription plan—set up for scheduling and email alerts. You can export these tabular reports and use the data to create graphs in programs like Excel or PowerBI.
Watch our video tutorial Creating Advanced Reports to see the capabilities of this new feature.