Reports: Start Here
Reports Dashboard: Overview
The dashboards area of the reports modules lets you create "Dashboard". Each Dashboard can have any number of reports on it. This gives you the ability to compile the reports that you want to look at on a regular basis and view them instantly in one ...
Reports Overview
What is the Reports Module The reports module gives you real-time reporting on your database. Watch the overview video below for a detailed run through the reports module We have a full directory of what can be reported on. Please click here for more ...
Reports Directory
Leads Leads by source Leads broken up into sources, use this report to determine which sources have resulted in the most leads. Leads by stage Leads broken up into stages within a pipeline. This report only shows if you are using the "Lead ...