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Reports
Reports
How to Set Up Reports on a Board
Set up your general use and lead board reports with widgets to start tracking your data.
Team Performance Dashboard
Track your team’s activities and task completion using the Team Performance dashboard.
How to Set Up the Email Automation Reporting Widgets
Add the email automation tracking widgets to your board reports.
Custom Report Widgets: Stage Group Conversion
Use stage group conversion widgets to calculate the rate of conversion between stage groups.
Board Digest Reports
Enable digest reports to get daily or weekly updates in your inbox.