Build Reports
- Assemble custom reports utilizing the outlines, forbidden, network view.
- Utilize one of our default reports to look at information over various modules.
Arrange Reports
- Intuitive your tweaked reports into the proper envelope make new envelopes, share them with your group, or keep them private.
Export Reports
- Export reports as pdf, xls or CSV to locate the reports automatically delivered.
Find Reports
- Use the Search Filter to locate the reports and add another folder for immediate access.
Use Reports
- You check your reports in a separate window while you are working in CRM and also add customized dashboards.
Update Dashboard
- Add charts, Marketing reports, and you can share the dashboard with your team members and keep them private.