This tutorial explains how to use Report Manager to access detailed data reports within the platform. You will learn how to navigate, customize, save, and share reports effectively.

Report Manager is a helpful feature if you would like to get very detailed information about various aspects of the data in the platform. To access Report Manager, just go into the left menu, click on the left link and you will have reports available to you.

It will be segregated into various tabs. You can go to specific reports for contacts, entities, and relationships. You can look at the organizational reports. You have your own custom reports, and then you have access to all the reports as well. To access, it’s fairly straightforward. For example, you look at the contacts report. You can access it, and it will be quickly generated for you.

And you are able to save that report.

You can make this report available to your colleagues.

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