Our powerful reporting tools make it easy to generate, export, and act on reports.
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You rarely need to see all the system's data at once in a report. Our report builder allows you to easily choose which columns of data to include in your reports. Virtually every data point in the system is available for use.
The report builder also provides flexible filtering of results. A wide range of filters permits you to quickly segment to get the data you need, and allows for more creativity than other systems that force you to use only the pre-built reports that they think are important.
Any report can be exported to a CSV, Excel, or PDF with just one click. Additionally, while viewing a report, bulk actions allow you to quickly and easily add interactions, tasks, letters, tags and more to each of the results returned in the report.
Once you’ve built the perfect report for your needs, you can save the selected filters and columns, preventing you from needing to recreate the report every time. Each saved report always includes the latest data from the system, so you can be sure that the information is up-to-date and accurate.
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