How to make a new report
You can design a new CRM report in CRM > Reports:
- Click Add report at the right top corner:
- Select the CRM entity for the new report - currently, reports can be constructed for leads, deals, products, invoices or activities:
- In the Report Wizard set new report name, description and report conditions using Add button:
- Add report filters - they will help you to limit report results by the chosen parameters after (e.g. additional parameter was added to the standard deals report "assumed close date" = "more than or equal to"):
- If you want to see chart in your Report you can choose between "linear", "bar" or "pie chart" view options:
You can read more about Reports in our Training Course.
Add custom fields to the CRM report's columns
Currently, only CRM items custom fields of "string" and "list" types can be added to the CRM columns. You can see the available custom fields at the very end of the report columns fields list:
Share report with other users
Currently, custom CRM reports templates are available only to their creator. Reports themselves can be exported to Excel and shared with other users (you can upload exported CRM report file to the Activity Stream message and choose recipients):
Reporting period is the time interval over which the report will be built. The report will include all the elements (deals, leads) that were in operation during this period.
That is, the deal will fall into the report if:
- It was created, completed or modified at this time interval.
- It was completed a long time ago, but there was a case related to it - customer call, letter from him, any other activity.
- Work on the deal was conducted during this period, but it was not completed, that is, actually was in work.
In the case as in the picture, all the deals will be included into the report, except for Deal 5 and Deal 7.