Alexa Best Small and Medium Business CRM Software - ConvergeHub

Summary Report Details

Details of a report can be viewed by clicking on the corresponding report from the Report Listing page. A summary report gives you an overview of all the important details in the report. In addition to the written information, it also offers different chart view of the report data.


  • You can add the report to your favorites by clicking on convergehub.
  • You can edit the report by clicking on the convergehub link beside the name of the Report.
  • You can create a similar report by selecting copy from the Action drop down.
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  • You can export your report in PDF convergehub CSV convergehub and list convergehub format.
  • You can set the number of rows you want to display per page.


  • The group shown in the chart is mentioned. Example- in the above pie chart, the different account names are shown.
  • You can select the chart view for the report by clicking on the drop down.
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  • You can refer to this section to understand the different segments of the chart. To view the legend, click on the convergehub icon.
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