How to create Custom Reports
Custom Reports give you a top-level overview of all the activity completed on your OnePageCRM account:
- Generate, save, and email reports tailored to your needs.
- Use Custom Reports to monitor your sales team's performance.
- 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
- 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:
- 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
Once the new report has been generated, you have the following options:
- 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 and, optionally, email the report.
Save/Email Custom Reports
Jump up to Article's Overview ⮝Note: You can run an unlimited number of reports, but the number of reports you can save in your CRM depends on your plan:
- Legacy: 3 reports
- Professional: 10 reports
- Business: 30 reports
You can modify, configure, and clone your report once generated.
You can also configure email alerts from the Custom Reports page via the gear icon.
Run a saved Custom Report
Jump up to Article's Overview ⮝Download a Custom Report
Jump up to Article's Overview ⮝After generating a new report or running a saved report, click the downward arrow (<) to download the report as CSV or Excel.
Modify, Configure or Delete a Custom Report
Jump up to Article's Overview ⮝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 - Click the pencil icon.
- Configure - Click the gear icon.
- Duplicate - Click the clone icon.
- Delete - Click the bin icon.
Notes:
- There is no limit on the number of reports you can generate.
- The number of reports you can save depends on your plan:
- Legacy: 3 reports
- Professional: 10 reports
- Business: 30 reports
- You can configure a report to be sent to all or specific users.
- Users cannot create, edit, or receive reports unless they have the privilege enabled on their profile by an administrator. Users can run reports if set to Visible to all users.