Reports feature is available in Advanced Pack.
There are two types of reports: List and Grid.
List report results the list of records that meet the specified criteria.
To create new list report click on Reports tab and then click Create Report button. Choose needed Entity Type then click Create button at List Report section.
At Columns field pick fields you would like to be displayed. Below you can specify display parameters for every column e.g. width and align.
Choose needed sorting at List Order field.
At Filters section you can specify criteria that determines what records will be listed in your report. You can use logical operators 'OR' and 'AND' here.
Runtime Filters allow you to specify different filters before you run the report.
You can export list report results in csv format. This format can be opened by various applications like Excel, Calc.
Grid reports result summarized values grouped by specified fields. These reports can be displayed as a chart.
To create new grid report click on Reports tab and then click Create Report button. Choose needed Entity Type then click Create button at Grid Report section.
At Group By field pick one or two fields you want your report data be grouped by. It's possible to group by year, month, day for date fields. If you group by two fields your report will be considered as three-dimensional.
At Columns field select one or more aggregate functions like COUNT, SUM (summation), MIN, MAX, AVG (average).
Order by field defines how report data will be sorted.
At Filters section you can specify criteria that determines what records will be used in your report. You can use logical operators 'OR' and 'AND' here.
Runtime Filters allows you to specify different filters before you run the report.
Grid report allows displaying results in a chart form. There are following chart types: Bar (Horizontal), Bar (Vertical), Pie, Line.
You can display any report on dashboard. For this you need add Report dashlet and then pick needed report at dashlet options.
It's possible to make system to send report results to certain users on regular basis according specified time. This must be configured for certain reports individually.
It's possible to have target lists synced with list report results. It's convenient for mass email when you would like to send emails only to contacts that meet some criteria at the moment of sending. This feature is available on detail view of any target list at 'Sync with Reports' panel.