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 Save a Custom Report
Modify and Configure a Custom Report Run a Custom Report
Download a Custom Report Delete a Custom Report

Generate a Custom Report

1
Go to ActivityCustom Reports.
2
Click  Generate report.
3
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: Standard emails
4
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…
5
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
6
Select Run to generate your report.

Save a Custom Report

Note: You can save a maximum of 3 reports in your OnePageCRM account.

1
To save your report click  Save.
2
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.
3
To set up email alerts for this report, select the check-box Email this report and decide on the frequency, format and recipients.
4
Click Save.
5
Saved reports appear in the  Custom Reports tab.

Note: You can modify and configure your report once generated.

Run a Custom Report

1
Click Run to open your report.
2
Click Refresh to update your report.

Modify and Configure a Custom report

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

1
To modify your custom report criteria, go to Custom Reports → Modify.
2
To configure your report name, visibility and email settings click on the gear icon.
3
To duplicate your report click on the clone icon.

How to download your custom activity report

1
Click CSV or Excel to download your report in a CSV format or in an Excel format.

How to delete your custom activity report

1
Click the bin icon.
NOTES
  • There is no limit on the number reports you can generate.
  • You can save a maximum of 3 reports in your OnePageCRM account.
  • You can configure a report to be sent to all users or specific users.
  • Users cannot create, edit and receive reports unless they have this privilege enabled on their profile by an administrator. See here. Users can run reports if they are configured to be Visible to all users.

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