Complex reports and export made easy
We have a large list of reports that updates regularly. Some of our standard reports and exports are listed below. Please note that we release new reports almost every week so this list is often out of date.
Report Types
- Total Contacts, Orders and Cases
- Cases per Subject
- Contact Distribution by Country (Uses the Address Data)
- Contact by Industry
- Contact by Customer Type
- Contact by Lead Type
- Contacts, Cases and Orders Per month
- Case Subjects Per Month
- Contacts, Cases and Orders per week
- Case Subject per Week
- Case Form Summary
- CRM Form Summary
- Payments per Month
- Sales per Product
- Units sold per Product
- Social Media Groups
Export Types
- Case Form Field – Exports all the case form fields in relation to a contact to a CSV for a given case type
- CRM Form Fields – Export al CRM form fields for contact in CSV format
- Secure Zone Members – Export a list of users in a specific secure zone
- Secure Zone by Company – Export a list of users in a specific secure zone with a specific company relationship
- Contact in Company – Export a list of contacts with a specific relationship / company name.
- Sales per Product – Export a CSV reort with each product and the number of sales for that product
- Units sold per product – A report with each product and the number of units sold.
- Social Media grouping – An export of the social media grouping data (requires qwerly for best results)
