Where Do I Find My Built-In Reports?

Open the Insights tab from the top navigation menu.

Click the Customer Reports button to navigate to your Built-In Reports

Here, you can find your Built-in Reports on the left and Custom Reports on the right.

Clicking on each title will open the report to view it.

Built-in Reports include:

• Sales Pipeline
  • If you have Jobs enabled, reference the Job Pipeline instead
• Sales Lead Source
  • If you have Jobs enabled, reference the Job Lead Source instead
• Team Activity