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 tab, 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 Saved View (1) which you would like to use to generate the report. Once you select the view, it will show you which filters were used on the data (2).
Then select one of the options on the 'Group by' section. According to the available data, it might be necessary that you select the 'Aggregation' as well. 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'. 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.