How To Run Listing Reports

The Listing Report Writer can be used to provide a wide range of reports. This might be a simple activity reports like “How many calls has Bob made this week?” to sophisticated summaries such as “How many customers do we have in each industry Sector?”. You can use the pre-defined reports or create your own custom reports, then download them to your screen, or export them as a PDF or CSV file.

Upgrade to Advanced Reporting in the Enterprise plan for additional features such scheduled reports, subtotalling, run-time values and advanced views.