Reports
Our metrics feature is useful for viewing your sales performance, but it may not be enough. Sometimes you’d do anything for a deep dive into that glorious data pool. This feature lets you take a closer look at your company’s performance. You can then export your findings as a CSV for even more data-driven goodness.
Here's what we'll talk about in this article:
Generating Your Report
To generate a report, you’ll need to go to your Metrics page. You can reach that by selecting metrics from the left-hand menu:
From here, select reporting found near the top of the page:
Here, you’ll see a report showing your complete account activity for this week. You can focus your report by expanding the dropdown menus:
Sorting Your Report
Once you generate a report, you can change the order by selecting the column name:
Downloading Your Report
You’ve generated your report and sorted it to your liking. Now it's time to save it to show it off. Select click to download full data in CSV format:
From there, name your report and set a download location and we'll convert your report to a CSV file.