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.

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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.

Written by Charlotte Austin
Updated over a week ago

Adding a Report to a CRM Record Layout

Learn how to add a Report to a CRM record layout using the customiser tool.

Written by Maddie Finlay
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.

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.

Written by Maddie Finlay
Updated over a week ago

Collection Filtering

Using collection filtering effectively to filter down your CRM data.

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!

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.

Written by Jess Heald
Updated over a week ago

Deleting CRM Reports

How to delete reports within the CRM, including My Reports & Shared Reports.

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.

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.

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.

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.

Written by Isobel Honour
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.

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.

Written by Isobel Honour
Updated over a week ago