Reports overview

The Reports page gives you a single place to review data collected across your Turtini sites and CRM.

Three report types are available — switch between them using the buttons in the top-right:

Financials
Shows all CRM invoices for your org. Summary cards at the top display Total Revenue, Collected (paid), and Outstanding (unpaid) for the filtered period. Clicking an invoice opens it in the Invoices module. Requires invoices created through CPQ & Billing.

Surveys
Shows responses submitted through Survey blocks on your public sites. Each row shows the response preview, which site it came from, the respondent (or "Anonymous"), and the date. Click any row to expand the full answer breakdown.

Forms
Shows submissions from Contact Form and Lead Capture blocks on your public sites. Includes the contact email, site, and all submitted field values.

Filtering:
• Search bar — filters by respondent email, answer text, or invoice details
• Site picker — filters Surveys and Forms to a specific website (appears when you have more than one site)
• Date range — filter to the last 7, 30, or 90 days, or view all time
• "Clear filters" resets all active filters at once