Hi there! We recently purchased IS and are excited to begin our coaching sessions and learn the full capabilities of the software!
As I’ve been doing my own research, training and learning, I noticed there doesn’t seem to be an way to easily create custom reports. Am I missing something? We will be adding custom fields to our opportunity tabs and would like to track most of them via reporting functionality.
We’re migrating from ACT, and though we have to take a lot of the data into excel, we’re able to string together the reports we need.
I’m, wondering what the best way to do this in IS would be? We’re in the remodeling business, so we want to track the designer and lead artisan (both will be custom dropdowns) in a report. This is just one example of what we’re looking to do. Any suggestions?
So far, I’ve found that tags could possibly work from reading this article: http://www.monkeypodmarketing.com/the-secret-to-infusionsoft-reporting/
Also, it looks like we could use a third party integration such as graphly or report mojo.
If any of you have suggestions or advice on this it would be much appreciated. We’re hoping to be able to do this without a pricey integration if at all possible.