Reports and Analytics

How can EspoCRM help with creating Reports and Analytics? If you’re strongly convinced that sales aren’t a guessing game, then EspoCRM’s user-friendly reporting tool is exactly what you need.

In this video tutorial: Find out more information about creating a report, choosing an appropriate report type, changing report parameters, forms of charts and scheduling report sending.

• General Overview
• How to configure user interface
• Calendar and Activities
• Dashboard and Dashlets
• Entity Manager
• Layout Manager
• Import Data
• Reports and Analytics
• Export reports to Excel format in EspoCRM
• Workflow. Powerful Automation in your Business
• Security Roles in EspoCRM