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.
Video Tutorial
Related Articles
How to create meeting report
Report is the most important aspect in Kylas CRM. This can be used to analyze your marketing and sales business procedure. Perquisites Permissions: Any user with permission to Create Custom Reports and Read Access on Meetings . Product Plans: ...How to Create Company Report
Kylas CRM Report will help you to fetch the data from various sales metrics and turning into actionable resource. Prerequisites Permissions: Any user with permission to Create Custom Reports and Read access on Company module. Product Plans: ...How to create call logs report
Report is the most important aspect in Kylas CRM. This can be used to analyze your marketing and sales business procedure. Prerequisites Prerequisites Permissions: Any user with permission to Create Custom Reports. Product Plans: All Activities to be ...How To Create a Multi Dimensional Report?
Kylas CRM also allows users to create multidimensional reports. Below 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 ...How To Create One Dimensional Report?
CRM reports work by translating the CRM data into insights that pave the way in tracking the metrics over a certain period using visual features such as charts, graphs, numbers and much more. With Kylas you can create both one and multi dimensional ...