Advanced reports

Create customized reports


Generate insightful process reports


Reports show all of your pipe’s activities and card information in a customizable spreadsheet. You can also generate company wide reports to get a better understanding of your company’s KPIs or individual performance across processes.

That is especially useful for saving weekly productivity reports such as filtering the tasks each team member finished during the current week to go through on the weekly meeting.

You have the option of creating formulas to calculate minimum, maximum or average values of number type fields, such as deal value on your sales pipeline.

You can also easily export that information in a spreadsheet format (.csv) to make it easier for you to further analyze the data anyway you like to.

To learn more about how you can create reports, check out our knowledge base content.

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