Creating a report is as easy as the method you use to search the database. Detailed searching is a 3 step process: pick the individual pieces of information you want to see, define how you wish to limit/filter your results, and define the sort order. Once you've defined your search criteria, you just take one additional step to name your report and save it for future use. The results are always dynamic, and real-time.

Within each element you work with a particular focus of information. For example, if you want to report on information related to contacts, you start in the CRM element. Likewise if events are your main focus, you start there. This enables you to save context-specific reports that are available within the element from which it will most often be needed. It is from those lists that you can select which ones you may also want to place on your individualized dashboard.

A configurable categorization system is shared by all elements, making reporting on related information a breeze. All of your web site pages, digital assets, events, discussions and contacts are effectively grouped together by this powerful feature.