Description
Insightly is known for its customizable reporting capabilities, allowing users to generate detailed analytics on sales, project timelines, and customer interactions. However, the reporting feature is often too complex for non-technical users, requiring a steep learning curve to create and customize reports effectively. Without a more straightforward interface, teams may struggle to leverage Insightly’s reporting functions fully, impacting decision-making processes. To address this, organizations can invest in training sessions for non-technical users, utilize pre-built report templates for standard metrics, or explore third-party reporting tools that integrate with Insightly to simplify data visualization and reporting.
Cynthia –
“Insightly’s complex reporting feature can be a stumbling block for non-technical users. But when I reached out to their customer support, they were incredibly helpful. They guided me patiently through the process and provided clear instructions. With their assistance, I was able to generate the reports I needed, unlocking valuable insights into my business operations. The support team deserves special recognition for their dedication in making sure I could fully utilize Insightly’s reporting capabilities.”
Bamidele –
“Insightly’s complex reporting feature is a treasure trove of data insights for advanced reporting users. The ability to customize reports with multiple filters, drill-down options, and visual representation makes it a powerful tool. However, for non-tech-savvy users, the complexity can be overwhelming, making it difficult to harness its full potential without additional training or support.”