How to Generate Reports

NetHunt offers its build-in reporting that will surely help you analyze the data contained in your pipelines.

The best way to “see” the data is to visualize it.

How:

  • Build a view with the data you want to analyze (only Group by views are supported for reporting + you can apply filtering);
  • Create a report based on it using a diagram you prefer.

No matter what report you are planning to get, here are simple steps to take:

  1. Go to a relevant folder with records.
  2. Group them by any field.
  3. Apply filters if needed.
  4. Click on Create report button.
  5. Choose a Chart type and Create a report.
  6. Go to report and enjoy the diagram.

Let’s take a look at a small use-case below. We here took a sample Sales workspace to build a report on the amount of Won customers grouped by Managers:

  1. We go to the Customers folder;
  2. Group records by Manager;
  3. Nethunt Tutorial Reporting
  4. Apply filters (Stage>Won);
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  6. Click on Create report button.
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  8. Choose a Chart type and Create a report.
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Now you get to see the % of Won customers by managers you have in your team!

Nethunt Tutorial Reporting Congrats! Now you can build any reports you wish for and present at the weekly meetings!

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