Reports

Is there a report, or a way to create a report, that will sum up all activity for a specific contact or organization  - that would include all contact info, linked contacts, activity history, notes, emails, etc?

I used use a contact management system called ACT! and it could do this. It was helpful for legacy clients when we wanted a summary of that activity to go into a hardcopy folder. 

I can't seem to find that anywhere?

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  • Hello Darcy,

    I suggest taking a look at our Advance Reports which allow you use Activity Reports for different Records in your Insightly Account.

    And to answer your question "Is there a report, or a way to create a report, that will sum up all activity for a specific contact or organization  - that would include all contact info, linked contacts, activity history, notes, emails, etc?" No, at this time Insightly does not offer a report that will show all activity for specific contacts or organizations. You'll need to create multiple reports to accomplish this.  

    Thanks for your understanding! 

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