Kourtney Stuthard

1. Insightly Marketing
2. Reporting for Marketing

Editing allows users to change a report's name, location, or parameters—like filters and summaries. It's a good idea to create a new copy of an existing report before editing it, keeping the origin...

• Edited September 23, 2019 19:45
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1. Insightly Marketing
2. Reporting for Marketing

Insightly Marketing users can schedule reports to be emailed at certain days and times or when an alert is triggered. A scheduled report will run at a time you select and be delivered as an email ...

• Edited September 23, 2019 19:32
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1. Insightly Marketing
2. Reporting for Marketing

When you add more than two filters to a report with both AND and OR Boolean operators, you'll need to organize them using the Filter Logic field to get more control over your report results. If we...

• Edited September 23, 2019 19:24
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1. Insightly Marketing
2. Reporting for Marketing

Visualizing report data gives viewers a quick way of digesting information, and online charts provide up-to-date details when you need them. You are only able to add a single chart to a report. To ...

• Edited September 23, 2019 19:12
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1. Insightly Marketing
2. Reporting for Marketing

When your report includes a numeric field, you can include a calculated summary row to display the sum, average, count, and minimum or maximum of the values in that column. The summary field will b...

• Edited September 23, 2019 19:04
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• 2 votes

1. Insightly Marketing
2. Reporting for Marketing

When creating or editing a report, adding filters will affect which records appear in the results. For example, you might want to create one report of all new Prospects in the state of California, ...

• Edited September 23, 2019 18:30
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1. Insightly Marketing
2. Reporting for Marketing

With Insightly's advanced reporting, you can pick and choose which fields to display in a tabular report, filter and summarize them by specific values, and save and share the reports you create. To...

• Edited September 23, 2019 18:15
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1. Insightly Marketing
2. Reporting for Marketing

Let's take a look at our Reports pages to help you find your way around.   Report Folders view Report Folders contain saved reports and report templates. Click a folder to view the reports or tem...

• Edited September 23, 2019 17:59
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1. Insightly Marketing
2. Reporting for Marketing

When making changes to an existing report, it's a good idea to make a copy of it as a backup or for reference. To make a copy from the Reporting View, click the Actions menu and select "Copy This ...

• Edited September 20, 2019 20:03
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1. Insightly Marketing
2. Reporting for Marketing

When you run a report, Insightly will display up to 2000 records in your browser. If there are more than 2000 results in the report, you can view all of them by clicking the Actions menu above the ...

• Edited September 20, 2019 00:10
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