- Navigate to Reports > Reports Home > Create a new report.
- Choose Companies Report > select 'Start From Scratch'> Create Report.
- Click on the title at the top of the report to edit the name of your report.
- Select a list (or create a new list) to segment on.
- Select a conversion type (ex. Close Date, Create Date, Recent Conversion Date, etc) and a time period for your report.
- Choose to group companies by day, week, or month.
- Optional: choose a company property to further breakdown this report. This data will display in a chart below the graph.
- Optional: choose a numeric property to calculate the total value and sum value. This data will also display in a chart below the graph.
Last updated: December 13, 2016