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

My report does not sort chronologically.

Bram Ruijter July 07, 2020 12:12 1 votes 0 comments

sort by date

Josef Ladra June 30, 2020 15:25 0 votes 0 comments

launch an attached files from a report

John Quirke June 08, 2020 20:18 0 votes 0 comments

Report showing multiple lines.

Karen Huxley May 20, 2020 14:32 0 votes 0 comments

Linking Closed Opportunities

Charles Gamble May 12, 2020 13:56 0 votes 0 comments

Advanced Reporting - 'Organization linked items report'

Dylan Cisneros April 21, 2020 00:39 0 votes 6 comments

Activity Report and Description Field Reporting

Riley Maloney March 05, 2020 00:10 0 votes 1 comments Answered

date based sorting is not working

Alan February 26, 2020 20:59 0 votes 1 comments Answered

Lead report and sorting by Date Created field

Jackie Rossouw February 24, 2020 11:26 0 votes 1 comments Answered

Not getting results in reporting

Helen Personal February 11, 2020 20:25 0 votes 1 comments Answered

Fields Changing when a Report is Edited

Helen Personal January 29, 2020 00:56 0 votes 4 comments Answered

exporting opportunity report and notes but with organization/leads column for the data filter

handry efendi December 20, 2019 02:44 0 votes 1 comments Answered

Sales by Month

Josh Berg December 13, 2019 01:05 0 votes 1 comments

Add color to the data showed on the reports and views

Jhon-Alejandro Acevedo December 03, 2019 19:33 1 votes 0 comments

How can I create a contact email list for those accounts in a certain pipeline stage

Peter Jeffery November 07, 2019 08:19 1 votes 3 comments Answered

Filter on empty Primary Linked Item Name when reporting in Events

Andy Kirby November 04, 2019 02:59 0 votes 0 comments

Visiting Customers Alarm

john October 28, 2019 20:53 1 votes 1 comments Answered

Add tittles and logo to the custom reports

Jhon-Alejandro Acevedo October 16, 2019 13:49 0 votes 1 comments

Can I create a custom report or view with several custom objects?

Jhon-Alejandro Acevedo September 06, 2019 12:24 0 votes 1 comments Answered

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