Generating Reports

Adding Sources to Reports

Viewing Reports

Navigate to the Reports Section.
On the left-hand menu, click on "Reports."

Initiate Report Generation.
Click on the "Generate report" button located at the top right corner of the page.
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Fill in Report Details.
Enter a name for your report.
Choose a report template from the following options:

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Add Sources to Your Report.
Click the "Add sources" button to select the data sources for your report. You can choose from Contacts, Companies, and Deals.
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Select the relevant contacts, companies, or deals to include in your report.
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Generate the Report.
Once all required fields are filled, click the "Generate" button to create your report.

Select Data Sources.
During the report generation process, click on "Add sources."

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Choose Contacts, Companies, or Deals.
You can select from recently added contacts, companies, or deals, or search for specific ones.
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Confirm and Generate.
Once the sources are added, confirm and proceed to generate the report.

Accessing the Reports Section.
Navigate to the "Reports" section on the left-hand menu.
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Viewing the List of Reports.
All generated reports are listed here with details such as name, sources, creator, last updated date, and status.
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Opening a Report.
Click on the report name to view its content and details.
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Sharing Reports.
Reports can be shared within your workspace. To share a report, click the "Share" button and choose the sharing options.