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Custom Reports

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.

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Data Report – with any combination of field data from modules

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Summary Report – with the option to create a vast combination of dynamic field data summary

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Extract Data – export the data in excel whenever you need

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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

Create Report

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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