Reporting

Add a Key Metric Report to a Dashboard
In the video below, we'll outline how to:  Add a new Key Metric to an exiting Key Metric Report Use the Report as a component in a Dashboard Custom...
Tue, 24 Jan, 2023 at 11:06 AM
Create a new report
Mon, 25 Oct, 2021 at 3:12 AM
Track and report on key metrics
Mon, 25 Oct, 2021 at 3:14 AM
Add filters to report
Mon, 25 Oct, 2021 at 3:25 AM
Create a new key metrics report
Tue, 26 Oct, 2021 at 4:41 AM
Report Creation - New Accounts Created
This video shows you how to create a report that returns the number of Accounts created within a certain period.
Fri, 13 Jan, 2023 at 5:22 AM
Track Substatus Changes on Investment Opportunities
Venturelytic's Value Tracking functionality allows you to track changes on the values of multiple fields on your investment opportunity. The video belo...
Fri, 13 Jan, 2023 at 5:04 AM
Create an Overview of Active Investment Opportunities
The video below shows you the steps you can take to generate an overview of all your active investment opportunities, as well as some tips on how to effecti...
Fri, 13 Jan, 2023 at 5:15 AM