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.

Isobel Honour avatar Andrew Ardron avatar Jess Heald avatar
11 articles in this collection
Written by Isobel Honour, Andrew Ardron, and Jess Heald

Customers who Bought X but not Y Report

Identify exactly which customers bought one of your products and not another using our standard Sales Report in Prospect!
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Written by Jess Heald
Updated this week

Deleting CRM Reports

How to delete reports within the CRM, including my reports & shared reports.
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Written by Isobel Honour
Updated over a week ago

Building your Own Reports

The Report Builder allows you to create bespoke Reports within your CRM, which then can be saved and shared with other CRM users.
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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 and 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 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

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 Isobel Honour
Updated over a week ago

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

Getting Started with Business Intelligence Tools

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

Prospect CRM Power BI Apps

This article outlines how to access the Prospect CRM Power BI App.
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Written by Andrew Ardron
Updated over a week ago

Generating a PAT (Personal Access Token)

This article outlines how to create a Personal Access Token.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago