FreeAgent CRM gives you the option to generate reports based on your Saved Views, which means that you can filter the data exactly as you need it for your report, create a Saved View and FreeAgent CRM will take it from there.
Before creating a report it is important to create a 'Saved View' with the data you want to use for your report. To learn more about 'Saved views' please visit the following tutorial:
Once you have created your Saved View, go to the Reports app, click on 'Reports' (1) and then click the 'Create Report' button (2).
This will bring up the Report creation window which is made of 2 main parts, the data selection (1) and the preview (2).
Give your Report a name, then select the App for which you would like to generate the report.
Then select the view that you want to use for your report.
Then select one of the options on the 'Group by' section. If you click on the gear icon (1) you can reorder the options as well as disable those you don't need. Here you can also select to show the data using Pareto.
According to the available data, it might be necessary that you select 'Aggregation', if you select a date field, you will need to select date pivot, among other options.
Finally, select the chart type (1) for your report. You can see your selected chart on the 'Preview' section on the right-hand side.
It is possible to share the reports you create with your team. To do so, simply click on the checkbox next to 'Share with Team' (2). Once you are satisfied with the report click the 'Save' button.
Your report will be created and available in the Reports section. If you shared the report with your team, they will also be able to see it under their Reports.