Forum Discussion
Blending data from Insightly Organizations and Opportunities
Hi there! I'm hoping to blend data from Insightly's Organizations and Opportunities modules and was wondering how to do it? Basically, because we're in a weird, regulated industry (we're a di...
Did you get a result with this?
I've been trying to do the same thing; running reports that sort Insightly's data (primarily # opportunities and opportunity value) by linked organisation for date ranges.
Otherwise I have to default to Insightly's reporting which isn't very flexible or user friendly...