Reports Module

What This Is

The Reports module helps you view and understand CRM data. Reports can show information from contacts, opportunities, communication, tasks, and other CRM areas.

Reports help your team answer questions like, "How many leads do we have?" or "Which opportunities are still open?"

Video guideReports Module

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When To Use It

Use Reports when you want to:

• Review business or sales information.
• Filter CRM data.
• Create a report from scratch.
• Use a report template.
• Export report data.
• Share useful information with your team.
• Schedule report delivery or updates when scheduling is available.

What You Can Do

In the Reports module, you can:

• View existing reports.
• Create a new report.
• Create a report from a template when available.
• Edit report settings.
• Filter and preview report data.
• Share a report through its supported sharing controls.
• Update a report schedule.
• Turn template cloning or sharing on or off when the report belongs to a shareable account context.
• Export report data when needed.

Basic Workflow

1. Hover over Reports in the header, then click Reports in the dropdown menu.
2. Click Add.
3. Choose From Scratch or Using Template, if that option is available.
4. Fill in the form, then click Create Reports.
5. After the new report appears in the list, open the report and click Edit.
6. The report edit page opens.

Example

You can create a report that shows all new leads from this month. Your team can use it to check how many leads came in and which ones still need follow-up.

Notes

• Use clear report names so users know what each report shows.
• Add filters to keep reports focused.
• Export reports when you need to review data outside the CRM.
• Shared report previews use a generated access token. Share the generated link only with the intended audience.
• For consolidated reporting across several sub-accounts, use Agency Reporting.