From Custom Reports to the State of Your Digital Desktop

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

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Clear Off Your Digital Desktop

Every year I promise myself I won’t let the condition of my computer desktop get out of control. And every year, sure enough, file creep sets in and I struggle to locate the icon associated with the document I need, let alone actually see the wallpaper I’ve selected as a desktop background. It’s frustrating and at times embarrassing when someone catches a glimpse of the chaos.

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Photo by zirconicusso.

According to psychologist Pamela Rutledge, director of the Media Psychology Research Center, having a cluttered desktop can have a negative affect our ability to focus. Following a few simple tips such as limiting the number of browser windows you have open, selecting a desktop background that won’t obscure icons, and deleting or hiding every desktop icon you don’t use on a regular basis can improve your productivity.

 

 

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Creating a Custom Report in Advanced Reporting

With Insightly’s Advanced Reporting, you can pick and choose which fields to display in a tabular report, filter and summarize them by specific values, and save and share the reports you create. If you have a paid subscription, you can also set up schedules and alerts for reports.

To create a new report:

Go to the Reports tab in the left navigation menu.

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Click the Advanced Reporting button to access the custom reports.

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Click the New Report button in the upper right. You can also select a report type from the Insightly template folders on the left

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Select a report type from the list. You can search the list by typing in a record name, like “Project” or “Lead.” We’ll select Project Activity for this example, where we’ll produce a report of tasks in progress for each project.

 

 

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Through the Looking Glass

The advent of contact lenses was a game changer for many. It cleared the way for us to not only have better vision, but to also move away from the misguided stigma of being the nerd or the shy one hiding behind our spectacles.

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Photo courtesy of Stuart Miles.

Well, glasses have become quite the fashion statement which means you can you leverage this purposeful accessory to create your own unique style. You can also improve the overall health of your eyes by wearing glasses instead of contacts. Contact lenses, which cover the cornea of the eyes, decreases the oxygen supply which makes your eyes more susceptible to inflammation or dry eye syndrome. Research also shows that wearing glasses suggests a higher degree of intelligence.

 

 

 

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

Send Us Your Tips. Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email.

About the author: Marta Bright is Insightly’s Content Manager. She’s been writing about the “business of technology” in the Silicon Valley for more than a decade.