Reports Overview

Overview of Reports

• Download reports of various entities such as companies, contacts, lists, beats, deals and products, at your finger tips.

• Firstly, in the menu bar, click on the reports

Note:

•  If the option of reports in the menu bar is not visible to you, it is because of the permissions, kindly contact your admin to get access of reports.

• Currently, reports are delivered via email for your convenience. You won't be able to download them directly from the Reports section at this moment.

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• Now, click on the respective entity, of which which you would like to download the report.

• A popup appears, asking you to confirm whether to export the respective report.

•  Once your report is prepared, we'll send the report  directly to your inbox.

• You can also download the reports by going to specific page of that entity and you will see icon to export the reports.

• Suppose you would like to download the report of contacts, then click the icon that looks like an icon mentioned in below screen.

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