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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.
Table Chart on Dashboards: Build a Grouped Summary Table with Totals in Analytics & Reports (Step-by-Step)
The new Table Chart component shows your CRM data as a grouped summary table on a dashboard, such as deal value by pipeline and stage, with a grand total. Learn every setting step by step.
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.
