Reports allow you to view and export detailed data from your client/prospect accounts. Reports are fully customizable and can be generated based on a set of parameters that give you the flexibility necessary to extract the information you need.
The report library
PreciseFP provides a library of reports that can be used out-of-the-box or as a starting point to create your own custom reports.
To use a report from the Library, click the “add to my reports” button located in the report details panel.
PreciseFP allows you to create two different report types:
- Profile based reports - These reports will show information from the account profile.
- Engagement based reports - Reports that will show information from engagements.