standard reports in centra hub crm

Standard Reports

1. All Folders

All the reports are stored.

2. Go

To search the required report.

3. New

To create a new report.

4. Actions

To perform the required actions.

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Filter

Filtering data depending upon your requirement.

Hide details/show details

Click on the hide details to hide your details and Click on the show details to see the hidden details.

Customize

Click on customize to customize your report depending upon report type.

Save As

To save the record with a new name.

Chart

Enables to create charts(bar graph, pie charts, funnel charts, etc).

Analyze

Analyzing the overall report.

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