Reportings
Report menu entry
Access: CRM → Reportings → select a report type from the list
You can consult four types of reports:
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Calls.
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Opportunities.
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Lead.
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Event.
Each menu entry gives you the possibility to consult different report dashboards.
Moving graphs within a report
Reports are standardized, and they cannot be modified. However, it is possible to move various elements (the graphs) within a report by using drag & drop.
Add columns to a report
Display additional information by adding new columns in the monitoring tables (grid view). Click on the arrow next to a column of the table (for example: ‘Name’). Then click ‘Customize’ → add a new column by selecting a column on the Columns page.
Export data
Click on the cog icon. Several actions are available: Refresh / Hide legend / Export. The data you export is the data that is being used in the graph.