Our flexible reporting feature allows you to easily view bar charts summarizing the people and organizations in your lists, with robust filtering built-in. You can also view funnel analysis as people and organizations make it through your pipelines.
You can access this feature by:
- Pressing on the Hamburger icon on the top left
- Clicking Reports on the bottom left
Once you select a list and a date range, you can filter your reports by all the fields (except text fields) that the list has.
You can also group information by any field to perform further analysis.
Note: Some reports currently 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).
The reports that support a maximum of 12 filters are:
- Summary by owner
- Summary by source
- Summary by industry