This article guides users on how to create reports and apply filters in Navatar by selecting a report type, customizing fields, adding filters, and saving the final report.
Step 1: Log in to your Navatar Account and click on the report Icon as shown below:
Step 2: Click the "New Report" button.
Step 3: Choose the report type based on the data you want to analyze (e.g., Accounts, Deals, Contacts) and Click "Start Report."
Step 4: Customize Your Report
Use the Outline panel on the left to add or remove fields. Drag and drop columns to adjust the report layout.
Click on "Group Rows" or "Group Columns" to organize the data better.