“How much revenue did the sales team bring in last quarter?”
“Who are we expecting at next month’s events?”
“What’s in our sales pipeline?”
Many questions need to be asked when running a business, and the right answers will provide actionable insights to help your business grow and thrive. Now, gain a greater understanding of your CRM data with Insightly’s Advanced Reporting—a tool to help you create, share, and schedule custom reports. With our new generation of reporting, you can select and filter your Insightly data in powerful ways to get the answers you need, when you need them.
To move between our legacy reports and the new advanced features, click the Legacy Reports/Advanced Reporting button on the Reports page.
Custom reports based on your needs
Our customers have asked for more flexible reporting to retrieve information for any type of Insightly record based on fields and parameters that they choose. Our new custom reporting lets you do just that. With a drag-and-drop interface, building advanced, tabular reports based on your needs is as easy as selecting fields from a list—even custom fields that you’ve created.
Create new reports quickly with Insightly’s report templates. We’ve included activity report templates to provide a connected view of Insightly activities (tasks, emails, and events) and your selection of opportunities, leads, contacts, organizations, projects, or your Insightly users. Build reports to monitor sales pipelines, staff productivity, potential revenue… If it’s in your CRM, you can create a report for it.
The information you want, organized the way you want it
Keep reports organized with report folders, which can be shared with your team or kept private. Your entire team can benefit from reports you share with them, and even get personalized views of their own progress.
Sort and group your data with a drag or a click, placing your fields where you need them. Sorting and grouping lets you organize report results in a way that makes the best sense for you and your business.
With filters, you can cast a wide net to capture more data or aim for a narrower set of results. Filters can be simple queries or complex searches that use advanced logic, giving you more control over your reports. Create reports that focus on regions, teams, or departments by selecting the appropriate fields and entering parameters that define what you’re looking for.
Add summaries to your report to include sums, counts, averages and other aggregate calculations for numeric fields. Slice and dice your data when you combine summaries with grouping.
Reports delivered to your inbox, on your schedule
With Report Scheduling, monthly, weekly, or daily reports are no longer a chore as they are delivered directly to your email inbox. Use Smart Alerts to stay informed about any saved reports that fall out of a range that you set. You’ll have a report emailed to you when the alert is triggered, once or every time it happens. Report Scheduling and Smart Alerts are available with a paid subscription.
The data you need to monitor your business
We’ve built Advanced Reporting based on customer feedback, and we have more changes planned for the future. We are already designing the next phase of reporting to bring you data visualization: the graphs and dashboards that will take your reporting to the next level. In the meantime, you can export report data to create graphs using programs like Excel or Power BI from Microsoft.
Great business reports for measuring progress and tracking efforts can help you make better decisions and lead you down a greater path for growth. These powerful reports will change the way you look at your Insightly CRM data. And we’ll continue our efforts to make Insightly the best tool for your success.
Ready to get started? For the basics, see our blog posts on CRM Reporting 101, then read the Insightly Reporting Guide for a full list of how-to articles, including an Advanced Reporting video.
