Answered

Can I run a report based on a view?

I created a view that I would like to see as an Insightly report so that I can email it or share it with my team members.

(I know I can share the view - but that's not the same thing. I also know I can export leads - but that's not what I am trying to do).

Can I do that?

Thanks.

0

Comments

4 comments
  • Hi CM,

    Do your team members also have an Insightly user?

    Thank you,

    Micah Feldkamp

    1
    Comment actions Permalink
  • Hi Micah.

    Yes, they do.

    1
    Comment actions Permalink
  • Hi CM, 

    You can not run a report off from a view but you can create a report that mimics exactly what you are seeing in the view. Once the report has been created, you or your team can run it at any time and it will come out in an excel format. 

    You will also be able to schedule the report to run and be delivered to you and your team at an interval of your choosing. 

    Let's make business simple-

    Erin 

    1
    Comment actions Permalink
  • OK Erin (Business Made Simple) - thank you for confirming that.

    Would be great if there was some kind of way to create a report from a view, rather than having to mimic it by hand, because often I gravitate to the views to see how I want to see that data and don't necessarily want to start at creating a report. And when I find the perfect view it's when I think it would be good to test it out as a report (because the report adds all that functionality you're talking about.)

    0
    Comment actions Permalink

Please sign in to leave a comment.