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.

Business plan: up to 30 saved reports

Professional plan: up to 10 saved reports

Legacy plan: up to 3 saved reports


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


1
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.

2
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:

  • 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
3
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


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.

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

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Note: You can run an unlimited number of reports, but the number of reports you can save in your CRM depends on your plan.


1
Once the Custom Report has been generated → click on Save.

Save a report for later by clicking on the orange

2
In the Save report popup, enter a Report name and decide who on your sales team should be able to access it. You have two options: save only or email the report regularly.

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 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.

    3
    Saved reports appear in the Custom Reports tab.

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


    You can modify, configure, and clone your report once it is generated.


    You can also configure email alerts from the Custom Reports page via 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

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    1
    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.

    2
    Click on a saved report. If the report does not refresh automatically, click Refresh to update it.

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

    Download a Custom Report

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

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

    Modify, Configure or Delete a Custom Report

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    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.

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


    Notes:
    • 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.
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