Each product has its own Reports page with the figures most companies want. When you need a different cut, open More, Reports in the menu.

Building one

1. Report on: deals, contacts, CRM tasks, invoices, work items or appointments. You see the ones for the products you have a role in.
2. Measure: what to add up, such as the number of deals, their total value, or what is still owed on invoices.
3. Group by: the bars you want, such as stage, owner, customer or project. Month, Quarter, Year and Week group by date instead.
4. Dates and Period: which date counts (when a deal was created, or when it closed) and how far back to look.

The report redraws with each choice. Click a bar to look only at that part, then group it another way. For example: group deals by owner, click one person, then group by stage. Filters you have added show under Only; click one to remove it.

Saving, sharing and exporting

• Save report keeps the choices under a name. It keeps the choices and not the numbers, so a report for "This month" always shows the current month.
• Share with my team lets everyone with a role in that product open it.
• Export CSV downloads what is on the screen for a spreadsheet.

Who sees what

A report never shows more than the pages do. A sales rep sees their own deals, contacts and tasks, and a staff member sees their own appointments, even in a report a manager shared.