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Reporting & Analytics
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Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Notifications
Actions
Outlook Add-In
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Insight Builder
Communications
Email
SMS
General Information
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Managing Data
Teams
Enterprise Settings
Mobile Access
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Training Videos
Webinars
API & Integrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Back to home
Consultation Manager Helpdesk
Reporting & Analytics
Getting Started
Accessing your System
Navigation
The Basics
Creating new records
Searching
Deleting/Restoring Records
Tools & Features
Inbound Email
Templates
Batch Operations
Importing Data
Mapping
Managing duplicate records
Webforms
Annotations
Notifications
Actions
Outlook Add-In
Reporting & Analytics
Tabular Report
Templated Reports
Over Time Reports
Snapshot Report
Statistics report
Report templates
Insight Builder
Communications
Email
SMS
General Information
Enterprise Administration
Users & Permissions
Framework (Classification) Management
Projects
Managing Data
Teams
Enterprise Settings
Mobile Access
Training Resources
Training Videos
Webinars
API & Integrations
API Documentation
Single Sign-On
Services
Training and Professional Development
Consulting
System Administration
Other Services
Security and Billing
Billing
Technical Information
Reporting & Analytics
These articles will teach you how to generate and analyse rich and meaningful reports in seconds.
Reporting from the Search Grid
Creating a Scheduled Report
Insight Builder - New Report
Tabular Report
What is a Tabular Report
How do I run a Tabular Report?
Bulk Document Download
Templated Reports
Stakeholder Consultation Report
Property Consultation Report
Event Statistics Report
Over Time Reports
Issues Over Time Report
How to Generate Issues Over Time
Impressions by Event Type Report
How to generate Impressions by Event Type
Snapshot Report
What is a Snapshot Report?
How do I generate a Snapshot Report?
Run a Snapshot Report from a Record
Statistics report
What is a Statistics Report?
How to generate a Statistics Report
Report templates
How to create a report template
How to manage and apply a report template
How to update an existing report template
Insight Builder
Insight Builder
Insight builder Chart Types
Insight Builder - Module Data and Layout Settings
