Bookmarks, Filters & Reports

AffinityLive provides a flexible reporting framework based on powerful search filters and spreadsheet exports.

Whenever you run a search from the top right search box, you can use the "Edit Filter" option from the grey task bar to refine your results. You can then use the Export to Excel feature to review the fine details, or simply print-off the current page within your browser.

Of course, there are some occasions where graphical reports are desirable, so AffinityLive also provides several standard dashboard and summary screens for the following modules:

• Company
• Prospects
• Jobs
• Issues
• Accounts

Simply click the module name in the main navigation to access these reporting dashboards.