Friday, 8 March 2013

Insightly User Tip: Custom Field for Reports

Here's a user tip from Jim:  

I have set up a custom field in Opportunities that I have called Regional location, and the new report facility allows me to group the Opportunities by the regions I have set up. The graph facility shows a high level picture of how many opportunities in each region and the report lays it out in detail.

3 comments:

  1. I have a user tip for displaying Opportunities on a Google Map overlay. How do I submit user tips?

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  2. Hi Jon --

    Sorry I just noticed this -- my apologies. Please send all user tips to support@insightly.com. Once they verify we'll post on the blog and promote via our social channels. At the end of each month we have a 'user tip' drawing and the winner gets an Amazon gift cert.

    Thanks

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  3. I would like to know more about you generate reports from a custom field on opportunities. I don't know how I can customize a report.

    I would appreciate some information about

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