Getting started with Basic Reporting
Leverage Affinity's Basic Reporting to visualize the data in your Affinity lists in the following ways:
- List Summary Reports
- Funnel Analysis Reports
- Team Activity Reports
- Forecast Reports
- Performance Reports
- Opportunities Reports
If you'd like to learn more about our advanced reporting capabilities, feel free to check out Affinity Analytics.
How to leverage Affinity's Basic Reporting
Please note that those on the Premium and Enterprise tiers may no longer see the Reports tab - we highly suggest leveraging Affinity Analytics’ advanced reporting features instead. For those on the Professional tier with access to the Reports tab, follow the steps below:
- Click Reports on the left side of your global navigation bar.
- Choose one of the predetermined report options.
- Then, select a list and a date range.
- Narrow down relevant information by choosing a saved view with preset filters, grouping by a certain field, or by filtering from scratch.
- You can agroup by a maximum of two fields to perform further analysis.
- The first grouping will indicate the groups on the x-axis.
- The second grouping will indicate the groups within each group on the x-axis.
Note: If you're grouping by any Crunchbase fields, the Export to CSV button will be disabled (see Limitations on Affinity's Basic Reporting).
Limitations on Affinity's Basic Reporting
- Per our contract with Crunchbase, the Export to CSV button will be disabled if your report is grouping by any Crunchbase fields (see Updates to Crunchbase data on Affinity).
- Some reports support a maximum of 12 filters that are chosen based on which tags contain the most data - if the intended tags don't show, you can always edit the tags you'd like to see. (i.e. Summary by owner chooses 12 owners ranked from highest to lowest based on the number of entries they own).
- Reports that support a maximum of 12 filters are:
- Summary by owner
- Summary by source
- Summary by industry
- Reports that support a maximum of 12 filters are: