Custom Reports

Reports provide a clear snapshot of your company’s health, helping you diagnose challenges or celebrate successes. When handling your data inside the CRM you want an easy way to relay this information to your intended audience. With Custom Reports this will be a smooth experience!

⭐️Why Is This Feature Beneficial To Your Company?

• Full Personalization: This tool allows you to select what information to display and how to do it, including renaming, reordering, and branding your report pages.

• Time-Saving Automation: Generate, schedule, and send reports to your clients, team members, or stakeholders, ensuring consistent delivery without manual effort.

• Polished Image: Create visually appealing reports with multiple access points, live previews, or PDFs, that enhance the credibility of your business and provide better insights into your business development.

⭐️How To Create Custom Reports:

1. Navigate to the Reporting section, select "Custom Reports" and click +New Report.

   

2. Select either a blank report to start fresh or choose from a template.

   

3. Use the drag-and-drop builder to add widgets, customize elements, and configure your page properties, including logo and color settings.

   

4. Once ready click Send or Schedule to send it to your desired contacts. To schedule it for repetition simply fill in the frequency data and click “Save and schedule”.

Convey your business information and make informed decisions that optimize your business strategy using Custom Reports to leverage the system's data into professional and visually appealing reports.