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Advanced Reporting Series

Learn how to create, share and save personalized reports using our Advanced Reporting feature.

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Ask the Insightly Expert about Advanced Reporting Series Brenda L. 0 comments 3 votes
Session #1: Introduction to Advanced Reporting Alyssa A. 11 comments 0 votes
Session #2: Deep Dive into Advanced Reporting (Part 1) Alyssa A. 11 comments 0 votes
Session #3: "Deep Dive into Advanced Reporting" (Part 2) Alyssa A. 3 comments 0 votes
Session #4: Old to New - Recreate existing reports with Advanced Reporting Alyssa A. 2 comments 1 vote
Session #5: Sales & User Activity Reporting Alyssa A. 4 comments 0 votes
Lead Activity Report - "Next Task"? David Gilheany 2 comments 1 vote Answered
Building Dashboard Cards that display past data by week Rio Marquez-Hammitt 0 comments 0 votes
How to add Organization Address to Task Activity Report? Melissa Forbes 0 comments 0 votes
Aggregate by Month Theron Gore 0 comments 0 votes
Rank customers Oishik Rahman 1 comment 0 votes Answered
Report on leads to project Bonnie Reich 1 comment 0 votes Answered
How can I get a visual timeline on our projects James Lloyd-Jones 0 comments 0 votes
Facebook Leads ads - Tracking Gary Bradshaw 3 comments 0 votes Answered
"Time in Stage" Hannah Martz 0 comments 0 votes
Create report by non-activity? Josh Coen 7 comments 0 votes Answered
Tracking/reporting referrals via links ccochran 1 comment 0 votes Answered
remove filtering from printed report Todd Williams 1 comment 0 votes Answered
Exporting Contacts from Organizations tagged with a tag Nick Karvounis 1 comment 0 votes Answered
Adding pipeline to opportunity Moira Tait 2 comments 0 votes Answered
Exporting Links Between Contacts DSPA Office 1 comment 0 votes Answered
Tracking the amount of touchpoints it takes to get customers to travel down the sales funnel Randi Hill 1 comment 0 votes Answered
Is there a way to log user activity Hans van Nikkelen Kuijper 1 comment 0 votes Answered
Export event data with multiple attendees Andy King 1 comment 0 votes Answered
Report with Opportunities/Projects Won listed first, then open opportunities JOHN QUINN 0 comments 0 votes
Verification Emails not Received Christopher Oliphant 1 comment 0 votes Answered
Opportunity Value by Win Rate % General Access 1 comment 0 votes Answered
Running Report on Contacts Updated Katie Gattoni 3 comments 0 votes Answered
Reporting on "Stage History" Jelena Petkovic 2 comments 0 votes Answered
Seeing Responses to Completed Tasks Elaine Mathis 1 comment 0 votes Answered