Follow these steps to access Storable CRM reports and filter data to gain insights into critical business trends.
Access
Reports icon - Located in the left hand navigation column, click to access the Reports Dashboard. Once the Report list loads, click on the name of the report you want to access. Note: Some Reports specific to modules your organization doesn't subscribe to may contain incomplete information.
Report Structure & Filtering Options
Reports - Click to return to the Report Dashboard.
Arrow – Click the arrow in the upper-right corner to open the report's filter options. Filter settings get applied to all charts in the report.
Column width - Click the edge of the column you wish to resize and adjust either wider or narrower.
Sort - Click the column's title to access sorting options. Options include ascending or descending numerical order or alphabetical or reverse alphabetical order. You can also freeze a column (to keep it in view as you scroll), freeze up to a column (to keep all columns up to a particular column in view as you scroll), and unfreeze all columns.
Additional view / sort / print options:
Click the Maximize icon to view a larger report version.
Click the Sort Visual icon to sort your data based on specific criteria.
Click Menu options to unpin data totals, or export to a .csv or Excel file.
Reset, Undo & Redo options
From left to right, these icons represent the following actions:
Reset - Click to clear all filters, sorts, and adjustments to the column width.
Undo - Click to undo a specific action(s). You can undo several past actions.
Redo - Click to redo a specific action(s). You can redo several actions.