Advanced Training: Admin

Report Engine Basics

The Report Engine is the central hub for all of your data tracking. This tool can be accessed by going to the Reports tab in your CRM.

BE ADVISED: The Report Engine is a powerful, complex utility, with nearly limitless ability to create and present report data. There WILL be a learning curve in setting up your report features fully. With a few tips and tricks, however, we can ease that transition.

The Reports menu is broken into two sections: the standard reports, and your self-generated custom reports. Depending on how your CRM is configured, the menu may appear on either the right or left side of the screen. By default, we're showing it on the right.

If this is the first time you have used the report engine, the initial screen will come up blank, except for the menu panel on the side. After the first time you use it, the next time you come back it will display the last report viewed.

Report Views

Across the top of each report will be a graph, or chart, displaying a visual view of the data you've selected. The chart view can often be changed, from bar graphs, to pie charts, to line charts. Beneath the visual chart area is a summary area, where key metric data will be displayed (count totals, averages, rates and ratios, etc.). Below the summary area is the list detail area, where you can drill down in on any shown results, and get a closer look at the data behind it.

Also notice the various action links across the top of the report: Export, Filters, and Refresh. These actions appear with every report.


The export link gives you the option to take any data set from any report, and save it into a file. Your options are Excel, PDF, CSV (comma separated value), and TSV (tab separated value), depending on your needs.

We've tried to make the Report Engine as robust as possible, so users can keep system reporting as self-contained as possible, but if/when you need the flexibility provided by Excel to do more sophisticated manipulations, the export feature is here.


Every report will have a default set of filters applied when you first run it, including a default date range for your data compilation.

If you want to make a quick change to the date range, or some cases the employees included in the report, use the Filters link (some reports also include additional filtering options to change data views).

If you need to make more significant changes to a report—particularly custom reports—use the Edit option to dig deeper into the report's functionality.


This option updates the current report view, applying any changes you've made to the report's functionality on the back end.

Release Notes

Find our most recent release notes.


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