How to create Custom Reports

Custom Reports give you a top-level overview of all the activity completed on your OnePageCRM account. You can generate, save and email reports tailored to your needs. Use Custom Reports to monitor your sales team performance to ensure you're staying on top of sales.

In this article:
Generate a Custom Report	Download a Custom Report
Save/Email Custom Reports	Modify, Configure or Delete a Custom Report
Run a Custom Report

Generate a Custom Report

Go to More → Custom Reports → click on Generate report.

OnePageCRM l Click on More and select Custom report from the Dropdown. Then click on the Generate report button.

Select the criteria for your report. Below are the options you can select:

Users
Contacts (New or Deleted contacts during the time period)
Status conversions: Any time you or a team member changed the status of contacts
Calls (by call result)
Deals: New Won Lost Commission Margin (if Cost is enabled)
Actions: New Completed Edited
Notes: Created Edited
Emails: Sent and received

Choose the date range for which you wish to run your report. Below are the options you can select:

All time Year to date Last year
This quarter
Last quarter
This month
Last month
Last week
Custom

Refine your report using the criteria below:

Group by: User (pre-selected)
Check the Include total columns check-box
Segment by: Yearly, Quarterly or Monthly

Select Run to generate your report.

In the Generate report pop-up window, select the criteria of the report, time frame and segment and click

Note:

Once the new report has been generated you have the following options at the top of your screen:

Edit the criteria of the generated report by clicking on the pencil icon.
Download the generated report by clicking on the downward arrow.
Save the generated report to run it again later. This also allows you to email the report on a regular basis if required, see here.

After a report has been generated there are 3 options on the top right-hand-side to Save, edit or download the report.

Save/Email Custom Reports

Note: The number of reports you can save depends on your plan:

Legacy: 3 reports
Professional: 10 reports
Business: 30 reports

Once the Custom Report has been generated → click on Save.

Save a report for later by clicking on the orange

In the Save report popup, enter a Report name and decide who on your sales team should be able to access it from the drop-down Visible to.

You have now 2 options:

Click on Save to save the report and run it later again.

In the Save report pop-up window, fill in the report name and to whom the report is visible to and click on the Save button).

Toggle the slider to Email this report to green to set up email alerts. Decide on the frequency, format and recipients → click on Save.

To email the report, also toggle the slider to green, select the frequency, day and time as well as the format and to whom the report should be emailed to.

Saved reports appear in the Custom Reports tab.

After the report has been saved, it will displayed on the Custom reports page.

Note:

You can modify, configure, and clone your report once generated.
Configure the email alert for existing reports from the Custom Reports page by clicking on the gear icon.

Hover over the custom report you are looking to edit and select one of the icons displayed.

Run a saved Custom Report

Go to More → Custom Reports → click on your report to open it.

OnePageCRM l Click on More and select Custom report from the Dropdown. Then click on a saved report to rerun it.

Click on a saved report. If the report does not refresh automatically, you can click on Refresh to update the report.

If the report does not update automatically, click on Refresh in the top right-hand-side corner.

Download a Custom Report

After generating a new report or running a saved report, click on the downward arrow (<) to download the report as a CSV or Excel format.

To download a report click on the downward arrow (<) after it has generated.

Modify, Configure or Delete a Custom Report

Custom report settings can be updated to suit your reporting requirements.

To do this go to More → select Custom Reports → hover over a saved report.

Modify the report criteria - Click on the pencil icon.

Configure the report name, visibility and email settings - Click on the gear icon.

Duplicate the report - Click on the clone icon.

Delete the report - Click on the bin icon.