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

Text Field from Drop Down selection

Matt Cloak February 22, 2021 19:55 1 votes 0 comments

Anyone found a way to traverse objects via multiple links in reports?

Alan February 17, 2021 17:24 1 votes 1 comments

Display the Last 'Task' that took place in an Opportunity Report

Matt Gauler January 25, 2021 17:36 0 votes 0 comments

Task update setting

Maarten Spanjaart January 06, 2021 09:23 0 votes 0 comments

Linked Items Reporting--Organizations to Organizations

Lisa Mullings November 04, 2020 21:05 1 votes 1 comments

Forecasting sales by month within an opportunity

Mark Dolan October 01, 2020 16:20 2 votes 0 comments

Lead Status Updated Date

Tracey Pederson August 28, 2020 13:09 0 votes 0 comments

Having trouble designing a report...

Raoul Parekh August 05, 2020 20:15 0 votes 0 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 2 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 2 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