You are here: » Reporting Tools

Lookout your business develops.

Regular dynamic reporting offers you knowledge into sales dynamics, advertising efforts, client engagement, and group member’s productivity.

reporting tools
  • Create your reports

    Create routine reports utilizing the outline, grid view to think about information over numerous modules by means of a grid view. Transform your reports into visual charts by choosing from a variety of chart alternatives extending from pie charts to funnel graphs.
  • Manage your reports

    Move your altered reports into the suitable folder. Make new folders, distribute them with your group, or retain them private. You can likewise rapidly get to every now and again utilized reports by adding them to your known folder.
  • Distribute your reports

    Hand over reports on timely basis by delivering them promptly as file attachments, or by planning programmed distribution to your inbox on a repeating premise. Export your reports as PDF, XLS or CSV documents in only a couple clicks.
  • Locate your reports

    Utilize the improved search option to rapidly find reports, or create them to your selective folder for quick get to.
  • Utilize your reports

    One can see diagrams, charts, and reports in a different pop up screen while you keep working in CRM. Transform reports into diagrams or charts and include them to your custom made dashboard.
  • Redo your dashboard

    Include deals execution diagrams, advertising effort reports, or commitment examination to your redid dashboard. You can distribute dashboards to your group or have them private.
  • Insert your charts

    Utilize one of a kind install codes to include your modified reports to outsider dashboards.