Enhanced Reports in Heap CRM

Monday, November 26th, 2007

We've just enhanced the reports in Heap CRM. Reports have always been simple in Heap, but there was never a way to see the data used to generate the report item; now there is. Next to each item in the report there is a person icon.

Reports 1

Clicking on the icon will reveal the leads, opportunities or customers that contributed to that number on the report.

Reports 2

You can also export this data as a CSV (for use in Numbers, Google Docs, OpenOffice or Excel).

Also, we have added an extremely minor (but often requested) feature worth mentioning: Import Undo. This is probably of little use to our existing users, however for new users learning to use our import system, we hope this will save you some time.