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Back to home
Support Site
Dashboards & Reports
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Dashboards & Reports
Build reports and dashboards to access account insights.
What are Reports?
Set Reports to Auto-Send on a Schedule
Report Builder
Select a Summary Type for Subtotals on Report Builder Fields
Report on Deal Status in Report Builder
Add or Edit a Report in Report Builder
Add, Edit, or Delete a Report Visualization
Report on Time Series Data
Deal Status Reporting in Report Builder
See more
PDF Reports
Add a PDF Report
Dashboards
What are Dashboards?
Add or Edit a Dashboard
