
Kourtney Stuthard
- Member since
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How to edit an existing report
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...
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Setting up scheduled reports and alerts
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 ...
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Using filter logic for advanced reporting
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...
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How to add a chart to your report
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 ...
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Adding summary rows to reports
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...
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- 2 votes
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How to create a custom report
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...
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Advanced reporting views
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...
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Making a copy of a custom report
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 ...
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Running a custom report
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 ...
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How to create, edit, and delete report folders
When you save a report, you can add it to an existing folder or create a new folder. Report folders can be kept private or shared with other users on your account. Folders can also be created from ...
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