How to sort the folder list
Under the reports area there is a folder called “Favourites” to add a report to this area, select the star...
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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 export a report
Reports can be exported via pdf, Excel or scheculed via email. To do this, select your report from the report... -
How to delete a report
Reports can be deleted from the report home, select the reports you want to delete and then click on the...
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