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Reports & dashboards

Answers, not exports.

Build reports across modules with point-and-click filters, turn them into charts and dashboards, and have them land in inboxes on schedule.

Cross-module reports

Combine fields from a module and its related modules, filter, group and total them, no SQL needed.
Charts and pivots

Show results as pie, bar or line charts or as a pivot table, and pin them to a dashboard.
Scheduled reports

Email any report to users, groups or roles daily, weekly or monthly.

A management dashboard with channel volume tiles, completion rates, a call table, a sales funnel and charts. — A management dashboard built from widgets.

Everything included

What you get in Reports & dashboards

Report builder

Detail reports Choose columns from the primary and related modules.
Filters Combine “all” and “any” conditions on any field, including dates relative to today.
Grouping & totals Group rows and calculate sum, average, minimum and maximum.
Sharing Keep reports private or share them with users, groups or roles.

Charts & pivots

Chart reports Pie, bar and line charts built from any report.
Pivot tables Cross-tabulate by two dimensions to compare at a glance.
Drill-down Click a chart segment to see the records behind it.

Dashboards

Multiple tabs Separate dashboards for sales, support or management.
Ready-made widgets Pipeline by stage, funnel, revenue by owner, leads by source, open tickets and more.
Key metrics Count-based tiles from any saved list.
Build your own Add dashboards and widgets, and set one date range for every widget at once.

Delivery

Schedule by email Daily, weekly, monthly or on a specific date.
Export Download as CSV or spreadsheet, or print.

All features

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