Where to find useful CRM Reports to make the most of your data.
The Report Builder allows you to create your own bespoke
Reports within your CRM, which then can be saved and shared with other
How to filter your data when building and analysing Reports in Prospect CRM.Watch it
This article will outline how to summarise and add grouping to your CRM Report.
Want to add custom information to your Reports? Take a look at how to add custom fields to your CRM here.Watch it
Understanding Power BI & deciding whether it's right for your business.
This article outlines how to create a Personal Access Token.