Executive Reporting

You can get to Executive Reporting from:

Running Executive Reports:

You can run executive reports for ‘risks and issues’, ‘user details’, ‘task status’ and ‘stream status’ and many more
Just select the deals that you would like to run the reports for
Select the report type
Each report type will give you options to choose from. For example, you can select which roles you would like to see in the ‘User Details’ report, for ‘Risks and Issues’ report you can choose per status or type or both
If nothing shows up in the report pane on the right then there isn’t enough data for the report to run
Once you have made all your selections, both data and graph reports will be populated
You can switch between data and graph by clicking the links at the top
You can also export data reports in csv, tsv and json formats, and you can download the graph report in svg format