How to create a report
Reports are located in the same area as before, we have just changed the layout and functionality of reports When...
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Reports
Learn about the various BuddyCRM reports. How to report on any field, how to build activity and sales reports, and how to schedule reports to send to your inbox regularly.
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How to view a saved report
In the report area, find your report. You can either use the search box, or look in the folder you... -
How to edit a report
In the report area, find your report. You can either use the search box, or look in the folder you... -
My Reports Area
As part of the new reports area BuddyCRM have built a way for you to store all your reports. Here... -
Adding Favourites
Under the reports area there is a folder called “Favourites” to add a report to this area, select the star...
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