Advanced Reporting Series – Insightly Help Center

Ask the Insightly Expert about Advanced Reporting Series

Brenda L. January 11, 2016 22:57 3 votes 0 comments

Session #1: Introduction to Advanced Reporting

Alyssa A. January 13, 2016 18:38 0 votes 11 comments

Session #2: Deep Dive into Advanced Reporting (Part 1)

Alyssa A. January 15, 2016 19:57 0 votes 11 comments

Session #3: "Deep Dive into Advanced Reporting" (Part 2)

Alyssa A. January 20, 2016 18:28 0 votes 3 comments

Session #4: Old to New - Recreate existing reports with Advanced Reporting

Alyssa A. January 25, 2016 18:42 1 votes 2 comments

Session #5: Sales & User Activity Reporting

Alyssa A. January 27, 2016 21:23 0 votes 4 comments

Organization custom fields

Ron Yaniv - ZIGIT August 01, 2019 07:38 0 votes 1 comments Answered

Contacts with no links or activity

John Pawson July 25, 2019 16:05 0 votes 0 comments

Filter date field pops back to 30 days.

Bram Ruijter July 22, 2019 09:55 0 votes 3 comments Answered

Weekly KPI tracking

Connor Curtis July 19, 2019 18:08 0 votes 1 comments Answered

Third custom field as result of the values of two other fields

Paul Kortman July 18, 2019 09:31 0 votes 1 comments

User Activity Report

Connor Curtis July 09, 2019 18:40 0 votes 1 comments

Activity Report Showing ALL Leads (Regardless of whether they have activity)?

David Gilheany July 09, 2019 14:16 0 votes 1 comments

Task report graph grouped by user

Dora Rice July 01, 2019 12:41 0 votes 0 comments

How can I see who exportes data

Jelena June 20, 2019 14:49 0 votes 1 comments Answered

Report alert type email bug.

Bram Ruijter June 18, 2019 11:11 1 votes 11 comments Answered

Summary fields

Chloe White May 31, 2019 14:12 0 votes 0 comments

the domain that insightly added to my account details is not correct, how do I correct it?

Huong Pham May 21, 2019 16:03 0 votes 1 comments Answered

Pulling All Data

Katie Werner May 16, 2019 15:42 0 votes 2 comments Answered

Creating Contact Reports with Multiple Linked Orgs

Alexus Martinez May 08, 2019 15:49 0 votes 3 comments Answered

Report w/ Linked Contact Email Address

Hamel, Michael April 29, 2019 20:00 0 votes 2 comments Answered

Lead Activity Report - "Next Task"?

David Gilheany March 25, 2019 21:02 1 votes 2 comments Answered

Building Dashboard Cards that display past data by week

Rio Marquez-Hammitt March 18, 2019 23:42 0 votes 0 comments

How to add Organization Address to Task Activity Report?

Melissa Forbes March 16, 2019 03:02 0 votes 0 comments

Aggregate by Month

Theron Gore March 08, 2019 17:40 0 votes 0 comments

Rank customers

Oishik Rahman March 05, 2019 00:12 0 votes 1 comments Answered

Report on leads to project

Bonnie Reich February 22, 2019 18:23 0 votes 1 comments Answered

How can I get a visual timeline on our projects

James Lloyd-Jones February 22, 2019 11:43 0 votes 0 comments

Facebook Leads ads - Tracking

Gary Bradshaw February 05, 2019 14:14 0 votes 3 comments Answered

"Time in Stage"

Hannah Martz January 09, 2019 21:18 2 votes 3 comments