With the recent release of Insightly’s Advanced Reporting, you gain a better understanding of your CRM data. This powerful tool provides a platform for you to create, share, and schedule custom reports. With this 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.
We are excited to share the news that Advanced Reporting is now even more robust with the recent release of its connectivity with Microsoft Power BI, a suite of business analytics tools to analyze data and share insights.
By using Insightly and Power BI together, you can monitor your business and get answers fast through visually-detailed dashboards that are available across multiple platforms, including mobile devices. Getting connected is a fast process. You can use your Insightly API key to authorize your account. Once the connection has been made, Power BI will automatically create a dashboard, report, and dataset with data from Insightly.
