Advanced Reporting Series

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

Report alert type email bug.

Bram Ruijter June 18, 2019 11:11 1 votes 2 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 1 votes 1 comments

Create report by non-activity?

Josh Coen January 08, 2019 16:40 0 votes 7 comments Answered

Tracking/reporting referrals via links

ccochran January 07, 2019 05:38 0 votes 1 comments Answered

remove filtering from printed report

Todd Williams November 13, 2018 23:25 0 votes 1 comments Answered

Exporting Contacts from Organizations tagged with a tag

Nick Karvounis November 07, 2018 14:41 0 votes 1 comments Answered

Adding pipeline to opportunity

Moira Tait November 02, 2018 10:19 0 votes 2 comments Answered

Exporting Links Between Contacts

DSPA Office November 01, 2018 19:17 0 votes 1 comments Answered