How do I access the reports section in Brexa?
What types of reports are available in Brexa?
How do I view a specific report (e.g., tasks, enquiries, pipelines)?
Can I filter reports by date, status, or other criteria?
How do I navigate between different types of reports?
What information is included in each report type?
How often are the reports updated?
Can I see detailed data or breakdowns within each report?
Can I customize the fields or columns displayed in the reports?
Is there an option to create custom reports based on specific criteria?
How do I save custom report views for future use?
How do I export a report to a spreadsheet or PDF?
Can I share reports with other team members or external stakeholders?
Is there a way to schedule automatic report generation and delivery?
How do I interpret the data in the reports?
Are there visualizations (e.g., charts, graphs) to help analyze the data?
Can I compare data across different time periods or categories?
What key performance indicators (KPIs) are tracked in the reports?
How do I track the progress of tasks, enquiries, or pipelines through the reports?
Can I set goals or benchmarks within the reports to measure performance?
Who has access to view and manage the reports?
Can I set permissions for different users to access specific reports?
How is report data protected and secured in Brexa?
Last updated 3 months ago