Summary
Trail CRM lets you export, analyse, and download key business data — helping you understand what’s working (and what’s not) in your practice. The Reports page in Trail has the primary goal of providing you with that information as downloadable data so that you can easily get what you need for business-related reporting.
In this article, you will learn:
Viewing quick metrics within Trail
How to generate different reports
Viewing quick metrics within Trail
Within Trail’s Reports page, you can:
View basic metrics on opportunities, activities, and complaints
Apply filters to quickly see trends in your organisation’s data
See won opportunities (Completed) at a glance
In the reports page, you can view information about your organization’s opportunities, activities, and complaints.
NOTE: Completed = a Won opportunity.
Downloadable reports
To generate and export a report as a spreadsheet:
Go to the Reports page in Trail.
Navigate to the Comprehensive Reports tab.
Apply these filters before exporting:
Adviser – select one adviser, a team, or the whole organisation
Date/time – choose a date range for the report [Please note that the Date is for when the Opportunity was created]
Adviser - this filter allows you to download reports based on different user groups. i.e Your organisation, your team or just a single team member.
Date/time - this filter allows you to select a time frame for the data you want to view.
NOTE: The adviser filter will only display filter groups that your account has permission to view/access.
Once you have selected your filters, you can export any of the following reports:
The Stage Report is a snapshot of all currently open opportunities and therefore the date/time does not affect this export.
The Products Report uses the FRR date/Renewal Date/Review Date for the date/time filter.