Reports
How to create user hierarchy in Kylas and reports by hierarchy?
This article covers the steps to take in order to create user hierarchy in Kylas based on your organization hierarchy and create reports by hierarchy to view the number of records Hierarchy can be setup in Kylas by assigning reporting managers to the ...
How to get the actual data from 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. Product Plans: Embark/Elavate Activities to be Completed: ...
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 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 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 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 ...
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 ...
How to download report in .csv file?
In addition, to create standard and multi-dimensional reports in Kylas, you can now easily download reports in . CSV format and share them with your team members when you need to. Prerequisites Permissions: Any user with permission to Create/Read ...
How to create multi dimensional reports in Kylas CRM?
Along with some off-the-shelf reports, Kylas CRM also provides users with the provision to create multidimensional reports. This article explains the procedure for creating a multi-dimensional reports in Kylas CRM. Prerequisites Permissions: Any user ...
What are the standard deal reports available in Kylas CRM?
Kylas provides its users with some off the shelf reports which enable them to track the performance of their sales team. The standard deal reports available in Kylas are given below - Deals Won by Owner - Number of deals owned by different sales team ...
What are the standard lead reports available in Kylas CRM?
Kylas provides its users with some off the shelf reports which enable them to track the performance of their sales team. The standard lead reports available in Kylas are given below - Leads Converted by Source - Number of leads converted grouped by ...
What is meant by metrics in Kylas report?
Metrics are standards for measurement that are used to assess, compare and track the performance of the sales team. Number of leads, number of contacts, number of deals etc. are typical example for metrics in Kylas CRM.
How to view existing reports in Kylas CRM?
Kylas CRM provides users with some off the shelf and also the provision to create custom reports. This article covers the steps for viewing the existing reports in Kylas CRM. What are the standard reports available in Kylas CRM? Prerequisites ...
How to create a custom report in Kylas CRM?
Along with some off-the-shelf reports, Kylas CRM also provides users the leverage to create custom reports that aids them in decision-making. This article explains the procedure for creating a custom report using the Report Builder in Kylas CRM. ...
Popular Articles
What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...