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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.
  • 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...
  • 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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