Trail as your CRM contains all of your client data. Your data can give indication of what is working or not working in your business, so we understand the need for you to create reports based on your own business' needs.
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
In the reports page, you can view information about your organization’s opportunities, activities, and complaints.
1. Navigate to your reports page and under the Opportunities and Activities tabs, you can Apply Filters to change the data view for a quick look into your organisations metrics.
NOTE: Completed = a Won opportunity.
Downloadable reports
Navigate to your reports page - then go to the Comprehensive Reports tab and you will find 2 filters:
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.