- Help Center
- Reports
- Built-in Reports
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