Creating and Customizing Activity Reports in Crelate
Crelate provides powerful reporting tools that let you build and customize activity reports to track key metrics such as new companies, contacts, and notes. With flexible filters and grouping options, you can tailor reports to fit your workflow.
Overview of Activity Reports
Activity reports allow you to monitor and analyze activities over a specific period. Examples include tracking the creation of new entities (companies, contacts, notes) and viewing trends over time. Reports are highly customizable so you can focus on the data that matters most.
Steps to Create and Customize Reports
Access Reports – Navigate to the Reports tab.
Create a New Report – Select the option to build an activity‑based report.
Choose Activity Types – Pick the entities you want to track (e.g., Companies, Contacts, Notes).
Set Time Grouping – Group data by intervals such as monthly to identify trends.
Apply Filters – Narrow results by user, team, or date range.
Filtering Options for Specific Data
To view newly created contacts, you can:
Reports Tab – Build or run a report filtered by the Created Date field.
Search – Use the contact search feature and filter by Created Date.
Contacts Tab – Open the Contacts section and apply a Created Date filter to view recent additions.
Choose the method that best fits your workflow.
Tips for Saving and Reusing Reports
Save Reports – Once customized, save your report for quick access later.
Update Regularly – Adjust filters and timeframes to keep reports relevant to current business needs.
By following these steps, you can effectively create and customize activity reports in Crelate to track and analyze key metrics for your business.