How to run a report?

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In the Reports section, click the name of the desired report. In the window that opens, you can run the report with the default parameters, or you can change the parameters (for example, changing the time period):


Useful information

  • In addition to the standard method of running a report that we described above, you can use the reports panel in a task card to quickly run a report on a task.
  • Similarly, you can run any report with one click from the Reports panel in a contact profile, applying an additional filter for this contact or company. This works in the same way as the reports panel in a task card, but it also lets you select the role that this contact or company had in the tasks or actions the report is using:


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