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 +2
14 articles in this collection
Written by Isobel Honour, Andrew Ardron, Jess Heald and 2 others

Adding Delivery Date to Sales Transactions

Add the Delivery Date field to Sales Transactions Report for a particular Company/Account.
Charlotte Austin avatar
Written by Charlotte Austin
Updated over a week ago

How to Include Margin Value & Margin % in Sales Transaction Reports

Include your Margin Value and Margin % to a Sales Transaction Report to enhance your sales reporting.
Charlotte Austin avatar
Written by Charlotte Austin
Updated over a week ago

How to View Product Price Lists/Tiers

View the different Price Lists/Tiers for your products without needing access your integrated Inventory Management/Accounting/ERP System.
Maddie Finlay avatar
Written by Maddie Finlay
Updated over a week ago

Collection Filtering

Using collection filtering effectively to filter down your CRM data.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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!
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

User Activity

How to view your own recent CRM Activity, or recent activity by team member as a Manager.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Deleting CRM Reports

How to delete reports within the CRM, including My Reports & Shared Reports.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Performing Bulk Updates

Save time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc.
Isobel Honour avatar
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.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Saving a Report to Excel

This article will detail the process of saving a Report from the CRM to Excel.
Isobel Honour avatar
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.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Prospect CRM Power BI Apps

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

Getting Started with Business Intelligence Tools like Power BI

Understanding Power BI & deciding whether it's right for your business.
Andrew Ardron avatar
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