Insight CRM Laravel reporting is a tool that provides a comprehensive project overview for smarter Business Decisions, helping businesses analyze performance and identify growth opportunities. Delivering clear insights empowers decision-makers to take strategic actions, optimize resources, and drive business success with confidence.

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Reports from the left menu.
• Finally, select the Project 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.
    • Project Amount: Select project amount from the Scroll Bar.
• Once all fields are completed, click the Apply button to view the payment information.