Onboarding: Step 5

All articles in this category appear on our Academy site's Onboarding page (Step 5). Visit academy.prospectsoft.com!

4 articles in this collection
Written by Isobel Honour and Jess Heald

Pre-made Reports

Where to find useful CRM Reports to make the most of your data.

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.

Written by Jess Heald
Updated over a week ago

Filtering your Data

How to filter your data when building and analysing Reports in Prospect CRM.

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.

Written by Isobel Honour
Updated over a week ago