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You searched for: reports

Create New Reports with the Report Builder
Help Article - October 6, 2014
Filtering Reports
Help Article - October 6, 2014
Run and Modify Reports
Help Article - October 6, 2014
Reports and Dashboards
Help Article - October 6, 2014
Create a New Report (Lightning)
Help Article - June 21, 2017
This covers how to find and view reports in Apto. This is the same powerful reporting engine provided by Salesforce. Apto comes pre-loaded with many powerful CRE and business management reports, but users at your organization also have the ability to crea...
Print and Export Reports
Help Article - October 6, 2014
Email Reports
Help Article - October 6, 2014
Edit an Existing Report (Lightning)
Help Article - July 18, 2017
This covers how to find and edit reports in Apto. Reports are the best way to view, filter and visualize your data. Additionally, reports are the backbone of your dashboards.
Creating Custom Report Types
Help Article - October 6, 2014
Building Reports with Cross Filters
Help Article - October 6, 2014
Apto