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KnowledgeBase
Analytics & Reports
Understand your sales, marketing, and team performance with dashboards and reports.
Introduction to Analytics & Reports
What Analytics & Reports gives you, the Reports and Dashboards areas, the report types, and how permissions work.
Report Builder: Build a Tabular Report
Create a report from scratch: pick a module, add related data, choose columns, sort, run and save.
Report Types: KPI, Comparator, Matrix & Funnel
When and how to use KPI cards, charts, comparators, funnels and matrix reports.
Pivot Reports: Group & Summarize
Group records into rows and columns and total them with Sum, Average, Min, Max or Count.
Filtering Your Reports
Narrow any report with date ranges and criteria, and combine conditions with AND/OR.
Global Date Filter
Apply a date range across the whole dashboard with Add Dashboard Filters and the Filter By bar.
Saving, Sharing & Managing Reports
Save reports, control who can see them, favourite, clone, edit, delete, and understand plan limits.
Exporting Reports
Download reports as CSV or Excel, export from the list, and export drill-down record sets.
Dashboards & Report Components
Build a dashboard, add KPI/Chart/Comparator/Funnel components, organise with labels, filter globally, drill down and share.
Dashboard Labels & Sections
Add full-width section labels to group and organise the tiles on a dashboard.
