Professional and Enterprise users and Reporting Add-on users can create reports of your contacts, companies, deals, and tickets directly from one a custom saved filter.
- Navigate to contacts, companies, deals, or tickets and choose the record type you wish to report on
- Select All saved filters on the left to choose your saved filter or create a new saved filter by adding filters on the left sidebar.
- Hover over the saved filter you wish to report on and click Options > Create report.
- This will bring you to directly to the report builder and automatically include the contacts, companies, deals, or tickets that are included in your saved filter. Click a chart icon to adjust the data visualization for your report.
- Click the Data tab to customize any properties and filters included in your report.
- When you're finished, click Add to dashboard in the upper right corner.