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
A Summary will display a count of your chosen field at the top of the Report. Grouping will change the display of the Report and group the data based on your chosen field.
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. Power BI is a business intelligence tool helping you take the next step in reporting.
This article outlines how to create a Personal Access Token.