View all saved reports

It's easy to view and manage your saved reports for each section of your application or all at once. Each section of your application (e.g., CRM, Marketing, etc.) includes a reporting section with the option to view all saved reports. You can view every saved report in your application by accessing this list from Admin > Reporting as demonstrated below.

  1. Navigate to Reports for any area of your application (use Admin > Reports to view all saved reports)
  2. Click Saved Reports
  3. Click View all saved reports to see all your saved reports within Infusionsoft
  4. Click a report to view it or select any number of reports for the option to delete multiple reports
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