Insight CRM’s Client Report feature provides detailed insights into customer interactions, transactions, and history, helping businesses track performance, identify opportunities, and strengthen relationships. It supports informed decision-making and boosts client satisfaction through organized, data-driven reporting tools.

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Reports from the left menu; a window will appear.
• Finally, select the Client Report, and a comprehensive statement will appear.
• If you type the Project Name in the Search option desired project will display.
• If you click the Export button and select the file type (SVG, PNG, and CSV) report will be downloaded automatically.
• If you click the Filter button, a menu will pop up.
• Fill in the following details:
  • • Payment Method: Select the payment method from the Payment Method dropdown menu.
    • Date Range: Select a date range from the Date Range dropdown and click Apply.
    • Budget: Select budget amount from the Scroll Bar.
• Once all fields are completed, click the Apply button to view the payment information.