It's easy to stay organized and on task with molti's built-in reporting feature. Once you've created a report, you can run them on command! Then you can share the data in a easy to transfer excel format.
If you need information on how to build a report, read more here.
To 'run' a report you've created:
Navigate to the
Reportspage using the left-side Navigation Menu.Select the report that you want to run. If you need a refresher for what the report will show, click the
Blue Eye iconto view the fields it will pull.On the 'Run Report' window you can choose from a number of available filtering options. We want to query all the available data, so we won't apply any filters.
Select
Runand the data will be exported to excel format for download.
Custom reports you can build and run right at your fingertips!