Reports & Queries

These articles will help you get the most out the Report Builder and show you different ways to sort, filter and analyse your data.

Jordan Edmunds avatar Isobel Honour avatar
9 articles in this collection
Written by Jordan Edmunds and Isobel Honour

Creating a Data Set

This article outlines how to create a data set within the CRM & the benefits of using data sets when analysing your CRM data.
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Written by Isobel Honour
Updated over a week ago

Summarising & Adding Grouping to your Report

This article will outline how to summarise & add grouping to your CRM Report.
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Written by Isobel Honour
Updated over a week ago

Performing Bulk Updates

This article outlines how to perform a bulk update from a CRM Report.
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Written by Isobel Honour
Updated over a week ago

Exporting a Report to Excel

This article will detail the process of exporting a Report from the CRM to Excel.
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Written by Jordan Edmunds
Updated over a week ago

Exporting Information from the CRM

This article outlines how to export information from the CRM to Excel.
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Written by Isobel Honour
Updated over a week ago

Report Builder

The Report Builder allows you to create your own bespoke Reports within your CRM, which then can be saved and shared with other CRM users.
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Written by Jordan Edmunds
Updated over a week ago

Getting Started with Business Intelligence Tools

This article outlines how to start using Business Intelligence Tools.
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Written by Isobel Honour
Updated over a week ago

Power BI Content Packs

This article outlines how to access the Power BI Content Pack.
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Written by Isobel Honour
Updated over a week ago

Generating a PAT (Personal Access Token)

This article outlines how to create a Personal Access Token from within the customer portal.
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Written by Isobel Honour
Updated over a week ago