LedgersLab
Pricing
Contact
Log inStart freeStart free
OverviewFusion AIInvoicing & paymentsBank reconciliationReportsInventoryAll featuresPricingHelp CenterFAQBlogContact
Log inStart freeStart free
/
Help Center
People and customersCRM — leads, accounts, opportunities and forecasting
  1. 18.1Home
  2. 18.2Leads
  3. 18.3Accounts and contacts
  4. 18.4Opportunities
  5. 18.5Campaigns
  6. 18.6Forecast
  7. 18.7Schedule
  8. 18.8My Jobs
  9. 18.9Analytics
  10. 18.10CRM settings
Other categories in People and customers
  • Collaboration
  • Helpdesk
  • HRMS — people, time, pay and hiring
  1. Help Center
  2. People and customers
  3. CRM — leads, accounts, opportunities and forecasting
  4. Analytics

18.9Analytics

Chapter 18 · CRM — leads, accounts, opportunities and forecasting·1 min read

  • Reports — saved report definitions, organised into folders: choose a module (leads, opportunities, activities…), the columns, filters and grouping, then save and run.
  • Dashboards — saved layouts of charts and tiles built from those reports.

Related articles

17.12ReportsHRMS → Reports offers seven reports — Employee, Attendance, Leave, Payroll, Asset, Recruitment and Performance — each with a period preset (This month, Last…HRMS — people, time, pay and hiring19.1Finding a reportThe catalogue is grouped into categories: Category Reports Financial Statements Profit & Loss · Balance Sheet · Cash Flow Statement · Trial Balance ·…Reports18.2LeadsEveryone who has raised a hand, and where each of them stands. The list shows Name, Company, Email, Status, Source, Owner and Created; filter by status,…CRM — leads, accounts, opportunities and forecasting19.11Report builders and the Annual ReportExecutive Report Builder — a board pack assembled from sections: Profit & Loss, Balance Sheet, Cash Flow, aging, KPI tiles and narrative. Add Section,…Reports
← Previous · 18.8My JobsNext · 18.10 →CRM settings
Still need help?

Tell us what this page did not answer and a person will reply. Signed in? Open Help from the top bar for the in-app guide and Fusion AI.

Email supportContact us

Up next

  1. 18.10CRM settings
  2. 19.1Finding a report
  3. 19.2How a report page works
  4. 19.3Financial statements
Back to top
LedgersLab

ERP powered by AI: accounting, inventory, payroll and CRM in one system, on a ledger your accountant can trust.

Product
Invoicing & paymentsBills & expensesBank reconciliationInventoryReportsHRMS & payrollAll features
Platform
OverviewFusion AIIntegrationsPricingWhy we built it
Resources
Help CenterFAQBlogContact
Account
Log inStart freeTerms of UsePrivacy Policy
© 2026 LedgersLab · Chicago, ILTerms · Privacy