Reporting For CRM
Don't drive blind, report on the facts
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.