Reports

Use filtered views as the starting point for reporting. Clearline stores the operational data your team works every day: contacts, opportunities, tasks, appointments, calls, conversations, and outbound recipients.

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Report planning

Start by defining:

• Which object answers the question.
• Which fields need to be visible.
• Which filters define the segment.
• Which date range matters.
• Who needs the report and how often.

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Common reports

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Data hygiene

Operational reports are only useful when the underlying configuration is consistent. Keep these aligned:

• Data model fields
• Opportunity stages
• Appointment types
• Inbox assignment rules
• Contact ownership
• Compliance rules