You can now create unlimited custom reports apart from the available default reports in the CRM. This will help you to get huge insights about your business and its growth in various aspects. Extract all kinds of reports in excel easily if required.
Data Report – with any combination of field data from modules
Summary Report – with the option to create a vast combination of dynamic field data summary
Extract Data – export the data in excel whenever you need
Set Permissions – for your team members to access the report
Select Report Type
You can choose the report type ad summary or data report
Select Field data or dynamic values
You can select all the required field data for the reports
Once all the selections are done, simply create the report
View Report and modify if required
You have provision to modify the report whenever required.
Download in Excel if required
You can also download the report in excel for additional analysis
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