Yes, on the web with the CRM add-on. You describe the report you need in your own words, tick the data, periods and charts you want, and it’s built once; after that you open it, change its selectors and export it to PDF or CSV at no extra cost. Building it uses AI credits, charged by usage with a free minimum.
- Where it works
- On the web (computer)
- What you need
- With the CRM add-on
Other ways to ask
- Can I ask for a report in my own words?
- Does it have custom reports?
Related topics
- Home dashboard with your numbers
- Sales reports
- Tax collected and paid report
- Export to Excel (CSV) and PDF
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