Knowledge Center
  • Table of Contents
  • What's New?
  • Release Notes
  • Managing Work
    • Creating Cards
    • Assigning Users to Cards
    • Navigating Boards
    • Archiving Cards
    • Using Labels
    • Using Checklists
    • Exporting Activites
    • Lane Actions
  • Importing/Exporting Data
    • Adding/Importing Accounts
    • Updating Account Details
    • Using Notes
    • Using Contracts
    • Using Lifecycles
    • Using Engagements
    • Deactivating Contacts
    • Adding Healthscores
    • Updating Healthscores
  • Segmenting & Filtering
    • Filtering Accounts
    • Filtering Activities
    • Filtering Touchpoints
    • Lock Account View
    • Email Logging
  • Building Reports
    • Bolstra Analytics
  • Administrating Bolstra
    • Creating Activity Boards
    • Creating Healthscores
    • Using Custom Attributes & Layouts
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  1. Building Reports

Bolstra Analytics

Below you will find a link to a presentation on how analytics work within Bolstra, as well as how to build some of the most common reports customers ask for.

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Last updated 6 years ago

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