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. What's more, with a simple click you can share the reports with your Team members.
Sharing a Report is quite simple. All you need to do is make sure you mark the 'Share with Team' checkbox either when you create the report or if you edit it.
To be able to do this is important that the Saved View used to create the report has also been shared with the team when it was created, otherwise, the 'Share with Team' option will not be available.
If you don't see the 'Share with Team' option, you will need to create a new Saved view and share it with your team. Then you will be able to create a new Report that you can share with your team.
To learn how to create reports, please visit the following tutorial: