Insightly lets you look at your business any way you want. Insightly offers Advanced Reports and Legacy Reports so you have plenty of options for your business:

  • Our Advanced Reports allow you to create custom, tabular reports through an easy-to-use design using drag and drop.
  • A folder report structure and report templates keep your reports organized and help you create reports quickly.
  • Advanced logic filters help you narrow in on your report criteria.
  • Report scheduling and Smart Alerts are also available on paid plans.

You can schedule reports and set Smart Alerts to let you know when a report meets a pre-defined threshold (i.e. every time an opportunity with a value of $5000 is created). Set up filters from Insightly’s standard fields as well as any custom fields you have created. Too many bells and whistles to list. Take Insightly for a test drive and report to your heart's content.