- To access the funnel report, go to Deal board by clicking the Kebab icon on the left corner of the YoroCRM page.
- Click the “Report” tab to view the funnel report.
- Users can click on the required column to view the details.
- Now the task details will be shown in table format.
- Users can also export the report by clicking on the “Export” button on the top right corner of the popup window.
- If users want to export the report with filter, then enable the “With Filter” button and click “Yes”.
