How to create a Multimetric Report?
Kylas CRM also helps you view data in a multidimensional pattern. Following are the steps to help you get started.
Prerequisites
Permissions: Any user with permission to Create Reports.
Product Plans: All
Activities to be Completed: None
Step by Step Process
1.) Once logged in, select Reports tab from the black panel on the left.
2.) Click on " Create New Report" button on the report listing page.
3.) Fill in the basic information and choose the Report type as Multi Dimensional.
4.) Choose the desired report parameters ( Entity and Chart type) and select the Date range with appropriate filters.
5.) Add the dimensions and metrics you would like to view the data for. ( User can select more than one metric and dimensions)
6.) You can also generate the preview before saving the report.
7.) Once done , click on Save to view the report.