All Collections
Reporting
These articles will help you get the most out the Report Builder and show you different ways to sort, filter and analyse your data.
14 articles
Adding Delivery Date to Sales Transactions
Adding a Report to a CRM Record Layout
Display Delivery Name & Delivery Address to Sales Reports (Unleashed)
How to Include Margin Value & Margin % in Sales Transaction Reports
How to View Product Price Lists/Tiers
Collection Filtering
Customers who Bought X but not Y Report
User Activity
Deleting CRM Reports
Performing Bulk Updates
Sorting your Data
Exporting Information from the CRM
Saving a Report to Excel
Creating a Data Set