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Reports from Contacts and Projects

I am trying to create a report that links contacts and opportunities or projects such as characteristics of contacts for whom we created a project but I cant seem to access the contact info if I'm basing my report on Opportunities?

I am trying to find out where most of my actual customers (projects) went to school (contacts info). This will allow me to better target contacts in the future.

Thank you.

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2 comments
  • Hi Ana, 

    Great question here! Insightly's advanced reporting currently does not pull all of this information into one report, however this is a feature request we've documented and are hoping to incorporate into future versions of advanced reporting. 

    Cheers!

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  • Happy to report that we've recently shipped new Linked Item Reports. You can find out more about it in our help article.

    Linked Item Reports can be exported as Excel file and set on auto-scheduled export to your inbox as well.

    Thank you for your votes

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