What are Linked Items Reports?

About

When you link records together, you create a network of connections between tasks, contacts, organizations, projects, and opportunities. A Linked Items Report displays the connections for those objects, letting you see the relationships between them and other types of objects. By linking records in Insightly, you can get a 360-degree view of a record's connections and easily move between them.

In this Article

• How It Works
  • Examples
  • Features and Limits
• How to Create a Linked Items Report

How It Works

Links can be viewed in the Related tab of every record. Run a Linked Items report and see the items that were linked to a task, contact, opportunity, organization, or project. The report is grouped by the record name, with all the linked items listed below that. Linked Items Reports are great for reviewing employees or members linked to an organization; identifying decision makers and influencers for each opportunity; and ensuring all stakeholders and contributors are linked to certain projects.

Examples

• A Task Linked Items Report grouped by the Task Name, with all records like contacts, opportunities, or projects linked to that task.
• A Contact Linked Items Report with the opportunities and projects they are involved with.
• An Opportunity Linked Items Report with the State Reason field as a filter and displays the reason an opportunity was won or lost.

Features and Limits

• The Project Linked Items report includes linked projects. Standard and custom fields are available for selection and filtering.
• The Opportunity Linked Items report includes linked opportunities. Standard and custom fields are available for selection and filtering.
• The Contacts Linked Items report includes linked contacts. Standard and custom fields are available for selection and filtering. 
• The Organizations Linked Items report includes linked organizations. Standard and custom fields are available for selection and filtering. 
• Additionally, the Role filter can now manually filter relationships using the text displayed in the dropdown during link creation. Furthermore, an 'Add Link' button will be displayed in the Related grid of the Contact and Organization records. 
• These reports display connections between objects of different types. However, you cannot create a report for contacts linked to other contacts, organizations linked to other organizations etc.
• Each report adds an individual row for each linked record. For example, if there are multiple linked contacts, each linked contact will have its own row.
  • Only two linked objects can be used in an individual row, where the first object will always be the object that is being reported on.
  • If you created an Opportunity Linked Items report, you could review one type of object that is linked to your opportunity record per row.
  • Each row for the linked record only has knowledge of that specific record and will not report any information related to a separate linked object.
  • An opportunity report that has an organization filter would not be able to also display linked contact information, such as their first name and last name. 

How to Create a Linked Items Report

1. Click the Reports tab located in the left sidebar.
2. Select one of the following report folders: Tasks, Contacts, Organizations, Opportunities, or Projects. Choose the object that will be the focus of your report.
3. Select the Linked Items Report for that object.
4. The report template will start with some standard fields. As you do with other reports, you can modify and save the report to gather the information you're looking for.