Pipeliner CRM

This article covers advanced features within the reports such as reports using multiple entities, grouping, sorting and color coding.

Management Reports — More Report Features

This article shows you how to navigate the reports menu and organize reports as well as how to create a standard or pivot table report.

How to create new custom dashboards within Analytics › Reports and how to modify the report layout and utilize the actionable data

Learn how to schedule reports to be sent out from Pipeliner by email. You decide who to send to, when and in what format.

Accessing feedback and business intelligence using all report types by using Dashboards, Charts, Standard & Pivot Tables

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