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Specific Report Types: FAQ

Updated

What each of Insightly’s specialized built-in reports shows.

Report What it shows
Opportunity Stage Duration How long opportunities spend at each stage, so you can see where deals stall.
Opportunity History Tracks and audits changes to opportunities over time.
User Generated Activity and User Activity Two reports covering tasks, events, and emails associated with your users.
Expected Revenue field Opportunity Value multiplied by Probability, used in opportunity reports.
Linked Items Reports on the network of connections between tasks, contacts, organizations, projects, and opportunities.
User Login All login, password reset, and password change attempts across web, mobile, and email.

Examples

Three of these reports are shown below. Open them from the Reports tab, where the built-in Opportunity and User templates are grouped in the left-hand folders.

Opportunity reports

The built-in Opportunity reports, including Stage Duration and History, are grouped together in the reports list.

Opportunity Reports List in Insightly CRM — The image shows a list of three built-in Opportunity Reports in Insightly, including Opportunity Report, Opportunity Activity Report, and Opportunity History Report, all created by Insightly. A user is hovering over the Opportunity History Report link, which is relevant for readers learning how to access or run pre-built opportunity reports.

Open the Opportunity Stage Duration report and set its filters before running it.

Opportunity Stage Duration Report Filter Settings — The image shows the configuration screen for an Opportunity Stage Duration Report in Insightly CRM, with filters set to display data by Stage Start Date for “This Quarter” (August 1 to November 1, 2023). This would help a user understand how to set date range filters when building or running a stage duration report.

Expected Revenue field

Expected Revenue is Opportunity Value multiplied by Probability. It appears as a field option when you build an opportunity report, and you can add it as a column or use it as a summary field.

Opportunity Report Fields Panel with Expected Revenue — The image shows the Report Fields panel in Insightly’s Opportunity Report builder, displaying a list of available fields such as Opportunity ID, Expected Revenue, and Probability that can be added to a report. A tooltip is visible over the “Expected Revenue” field, which would help users identify and select the correct fields when building custom opportunity reports.

To add it, drag Expected Revenue from the Report Fields panel into the report.

Adding Expected Revenue Field to Opportunity Report — A user is dragging the Expected Revenue field from the Report Fields panel into an Opportunity Report to add it as a column. This would help someone learn how to customize report columns to display calculated revenue data alongside opportunity details.

User Login report

The User Login report runs in Advanced Reporting and lists login, password reset, and password change attempts. Filter it by date range; results include the user’s email, timestamp, IP address, and browser.

User Login Report Advanced Reporting Interface — This screen shows the Advanced Reporting tool configured to display a User Login Report, with filters set to the last 7 days and results showing login activity including email addresses, timestamps, IP addresses, and browser details. This would help administrators audit user access and verify login history within their Insightly CRM account.

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