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To access reporting, click on the upper right menu option Reports. This should be adjacent to your option to access the Pipeline.
What jobs will I see?
- The jobs you see in reports will be based off your Sighten account permissions and will match what jobs you are able to see in the job pipeline.
- Example: If you are a sales manager and can see all the jobs in the pipeline, you'll also see all these jobs in reporting. If you are a sales rep, you will see your own jobs in reporting.
Navigating the reports
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The main area in the reports screen shows the report selected in the right bar. Scroll vertically and horizontally through the displayed report's data to view all of the report's content. The displayed report can be extracted as a CSV file by clicking on Export to CSV. Users can search through previously-generated reports using the search bar. A new report can be created by clicking on New Report.
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Running a new report
Click on the + New Report button in the upper right corner of the screen.
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