Zigaflow

Zigaflow Dashboard with the Report Center menu highlighted in the top navigation bar, next to CRM and Configure

2. Click "Save Report" to save the current settings

Report screen with Date Range and Using filters, highlighting the Save Report button beside the Choose Saved Report dropdown

3. Give the report a name and click "Save"

Save Settings As dialog over a quotes report, with "Quotes-Overview 1" in the Name field and the Save button highlighted

4. If you make an update to the report, the saved report can be updated. Click on the "Save Report" button

Report screen with the Quotes-Overview 1 saved report selected and the Save Report button dropdown arrow highlighted

Save Report dropdown on the Quotes-Overview 1 report with Update Report highlighted above Save as New Report

6. To save an updated report as a new one, click on "Save Report"

Report screen with Quotes-Overview 1 selected and the Save Report button highlighted next to Export

Report screen with Save Report dropdown open, highlighting Save as New Report below Update Report for Quotes-Overview 1

Save Settings As dialog over a report, with the Name field filled in and the Save button highlighted

9. Swap between reports with the dropdown

Report screen with the dropdown arrow beside the saved report name Quotes-Overview 2 highlighted, next to Save Report

10. Selecting another report for that module and type of view (i.e. historical, current, Item)

Saved report dropdown open beside Save Report, with the Quotes-Overview 1 option highlighted for selection

Learn more: <a href="https://zigaflow.com/features/reporting" rel="nofollow noopener noreferrer" target="_blank">reports in Zigaflow</a>

Saving reports means you don't have to enter filters again, and they can be emailed automatically

Saving a report

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Saving a report

Save a report

Update a saved report

Save changes as a new report

Switch between saved reports