Specific Report Types: FAQ
What each of Insightly’s specialized built-in reports shows.
| Report | What it shows |
|---|---|
| Opportunity Stage Duration | How long opportunities spend at each stage, so you can see where deals stall. |
| Opportunity History | Tracks and audits changes to opportunities over time. |
| User Generated Activity and User Activity | Two reports covering tasks, events, and emails associated with your users. |
| Expected Revenue field | Opportunity Value multiplied by Probability, used in opportunity reports. |
| Linked Items | Reports on the network of connections between tasks, contacts, organizations, projects, and opportunities. |
| User Login | All login, password reset, and password change attempts across web, mobile, and email. |
Examples
Three of these reports are shown below. Open them from the Reports tab, where the built-in Opportunity and User templates are grouped in the left-hand folders.
Opportunity reports
The built-in Opportunity reports, including Stage Duration and History, are grouped together in the reports list.
Opportunity Reports List in Insightly CRM
Open the Opportunity Stage Duration report and set its filters before running it.
Opportunity Stage Duration Report Filter Settings
Expected Revenue field
Expected Revenue is Opportunity Value multiplied by Probability. It appears as a field option when you build an opportunity report, and you can add it as a column or use it as a summary field.
Opportunity Report Fields Panel with Expected Revenue
To add it, drag Expected Revenue from the Report Fields panel into the report.
Adding Expected Revenue Field to Opportunity Report
User Login report
The User Login report runs in Advanced Reporting and lists login, password reset, and password change attempts. Filter it by date range; results include the user’s email, timestamp, IP address, and browser.
User Login Report Advanced Reporting Interface
General reporting questions
Which objects can I report on?
See Which objects can I use in reporting?. Custom objects and custom fields are reportable; custom object templates are in the Other Reports folder.
How do I email myself a report on a schedule?
Click Schedule above the report details, choose the user the report runs as, the recipients, and the frequency. Delivery times are UTC, not your local time zone. See Setting up a scheduled report.
Can I get an alert when a number crosses a threshold?
Yes, with a Smart Alert. The report needs at least one summary field. See Setting up a Smart Alert.
How do I export a report?
Run it, then Actions > Export to Excel or Export to CSV. A download link is emailed and stays valid for 30 days. Exports contain raw data only, and your user needs export permission. See Exporting a report.
Why is my report empty, or missing records?
Usually the data or the filters: incomplete data entry, two AND conditions on a single-value field, or a static date where a relative date was intended. See Troubleshooting custom reports.
How do I filter on “last month” or “next quarter”?
Use a relative date value; it resolves each time the report runs. See Relative & annual date values.
My AND and OR filters give the wrong result. Why?
With three or more filters mixing AND and OR, the order of evaluation matters. Use the Filter Logic field to control it. See Filter logic.
Can I compare one field with another?
Yes, with a field-to-field filter, up to two per report, both fields of the same data type. See Field-to-field filters.
Can I report across linked objects?
Yes, through lookup relationship fields. See Lookup relationship fields in custom object reports.
Can I edit records from a report?
Yes, for Task, Lead, Call, Opportunity, Contact, Project, Organization, Product, Price Books, Quotes, and custom objects. See Bulk editing from a report.
How do I copy a report?
Actions > Copy This Report, or Save as from the editor. See Copying a report.
Can I report on who changed what?
Yes, with the Field History and Field History Detail reports. See The Field History reports.