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.

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

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

Exporting a Report to Excel

This article will detail the process of exporting 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

Prospect CRM Power BI Apps

This article outlines how to access the Prospect CRM Power BI App.

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

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