6 Practical Tools To Use In Pipeliner Reports

With Pipeliner CRM Reports you can report on your data in many different ways. You can use standard reports, pivot reports or even forecast reports. All of these report types have the simple Pipeliner CRM reporting tools in common, that you can use for creating, organizing or updating them. As with many aspects of Pipeliner CRM, we designed reports in such a way that they could be created by anyone—no need to go through an admin or a specialist. Check it now:

Pipeliner CRM Reports

With Pipeliner, we have gone the extra mile to ensure that reporting is as simple and intuitive as the rest of Pipeliner's features--no special skills, admin or other tech assistance needed.

Sales Reports At Your Fingertips!

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6 Practical Tools To Assist You with Pipeliner CRM Reports

With Pipeliner, we have gone the extra mile to ensure that reporting is as simple and intuitive as the rest of Pipeliner's features--no special skills, admin or other tech assistance needed. Here are the tools you can use to excel with Pipeliner CRM Reports:

#1: Drill-down Capabilities

Sometimes you just need to learn more about the record details within the report. With Pipeliner you can drill down to the report records by simply clicking on the record row within the report.

  1. Run Pipeliner
  2. Click "Reports". Pipeliner CRM Open Management Reports
  3. Run a Report, in this case we will use an "Opportunities" type report. Click on any record within that report. Pipeliner CRM Click to Open
  4. Pipeliner will open its detail window. Pipeliner CRM Report Drill Down

TIP: You can now review all records within the report by clicking through them in the left column.

#2: Column Resize

When you are using many columns within a report, you may not be able to read all the information within the cells. But with Pipeliner CRM you can easily resize the column with drag-and-drop action using your mouse.

  1. Run Pipeliner
  2. Click "Reports".
  3. Run a Report, in this case we will use "Accounts" type report.
  4. Click on the column line of the column you need to resize. And drag and drop the column line to resize it. Pipeliner CRM Report Column Resize

#3: Column Sorting

Sorting is one of the most used Pipeliner CRM Reports tools.  You can sort the data in the report by setting up the report settings. But you can now do it directly within the report itself by simply clicking the column name.

  1. Run Pipeliner
  2. Click "Reports".
  3. Run a Report, in this case we will use "Contacts" type report.
  4. Click on the column name and Pipeliner will sort your data accordingly. Pipeliner CRM Report Sorting

TIP: Do not forget to save these settings within the report settings.

#4: Share Reports

Yes, you can share reports with your team. For example you can create a report for, and share it with, your sales manager and not have to create duplicate reports.

  1. Run Pipeliner
  2. Click "Reports".
  3. Run a Report, in this case we will use "Leads" type report.
  4. Click on the "Report Settings". Pipeliner CRM Leads Report Settings
  5. Click on the sharing arrow. Pipeliner CRM Leads Report Settings Open Sharing
  6. Share the report according to your preferences. Pipeliner CRM Leads Report Settings Sharing

#5: My Reports

When you work within a team, most probably you are creating many reports. Sometimes you would like to see just the reports you created. Beside "Favorites" and "All Reports" you can now select "My Reports" from the dropdown. These are your reports only.

  1. Run Pipeliner
  2. Click "Reports".
  3. Click on the dropdown list of the report types. Pipeliner CRM Reports Selection
  4. Select the option "My Reports". Pipeliner CRM Reports My Reports

#6: "Save As" Option

Sometimes you find a report created by your teammate to be a really good one, but you want to change something in it. In this case, just use the "Save As" option. You'll save the changes you made to the report, and it will be created as a new one.

  1. Run Pipeliner
  2. Click "Reports".
  3. Edit any part of the report by changing it's report settings. Pipeliner CRM Leads Report Settings
  4. Click on the "Cog-wheel" at the top right of report settings. Pipeliner CRM Report Settings Options
  5. Click the "Save As" option. Pipeliner CRM Save Report As
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