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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
remove filtering from printed report Todd Williams 0 comments 0 votes
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 0 comments 0 votes
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
Lead Created Date & Time - Time creating issues for reporting Derrick Morrison 1 comment 0 votes Answered
exporting email addresses for all contacts michele fraley 1 comment 0 votes Answered
Reports Jwatson 1 comment 0 votes Answered
How do you customize reports to filter by referral sources? Jamaicaknliterary 5 comments 0 votes Answered
KPI custom report Z Ligowave 2 comments 0 votes
Sales Report for Activities including notes, phone calls, and site visits. Nick Priest 3 comments 0 votes
Oportunity report missing oportunity that should be included. Steven Benn 1 comment 0 votes
Can the system be customised to allow us to key in all this? Admin 1 comment 0 votes Answered
Adding Monetary Values to each prospect to compile a pipeline of work Kate McClymont 3 comments 0 votes
Filter Activity Report by Timeframe Mike Stedman 1 comment 0 votes Answered
Opportunity Last Modified Date Emmanuel Dupouy 1 comment 0 votes Answered