Reporting allows you to pull Custom and Preset reports on contact, inventory, and transaction information collected by ARTERNAL. The reports can help you and your team better strategize follow up and prioritize tasks by being able to see a detailed report of specific data.

The Explore page will give you an overview of preset reports. from this page, you can click on any report and start to customize it.

Custom reports can be saved and exported for you to share with your team via ARTERNAL or .CSV file.

And you can keep an Archive of any Custom reports you no longer need. You can unarchive or delete those reports as well.

Related Articles:

  • How to make a Custom Report

  • Custom Report vs. Preset Report

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