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 reports.
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 sales 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 One Dimensional.
4.) Choose the desired report parameters ( Entity and Chart type) and select the Date range with appropriate filters.
5.) Select the dimensions and metrics.
6.) You can also generate the preview before saving the report.
7.) Once done, you can save the report.
Note - User can also change the report visuals to pie chart, table etc.