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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Reference — lookup information.
List Summary Reports allow you to easily filter your data segmented by key fields such as: Status, Owner, Source, Industry, Owner & Status, Source & Status.
  • Please note that Basic Reporting is a legacy feature that is no longer available for new customers.
    • For those on the Scale, Advanced, and Enterprise tiers, you can leverage advanced reporting features with Affinity Analytics.
    • For those on the Essential tier, we highly suggest upgrading to the Scale, Advanced, or Enterprise tiers to leverage Affinity Analytics.
  1. Click the Reports tab on your global navigation bar.
  1. Begin by selecting a list and specifying the time period in Date Added.
  2. Use a saved view from the list to quickly apply its associated filters, or click the Filter icon to start from scratch.
  3. All the tabs on the left are simply pre-applied templates (i.e. Summary by status, Summary by owner, etc.). Click Group by to override the template and change the groupings in the x-axis.
  1. You can have up to two different groupings. The 1st field will be displayed on the x-axis and the 2nd field is color-coded by each bar along the y-axis. In the example below, the list is grouped by Owners first, then by Industry within each owner.