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Reports & Dashboards

Reports and dashboards help you analyse data and track performance. Reports pull raw data; dashboards visualise it with charts and metrics.

Running Existing Reports​

Screenshot needed: The Reports tab showing report folders and a report open with filters and data table

  1. Click the Reports tab (or find it in the App Launcher)
  2. Browse folders or use the search bar to find a report
  3. Click a report name to run it
  4. Results load in a table with totals and groupings

Filtering a Report​

When viewing a report, you can adjust filters without editing:

  1. Click Filters at the top of the report
  2. Modify filter values (e.g. date range, owner, status)
  3. Click Apply — the report refreshes with the new filters
  4. These filter changes are temporary and don't save to the report

Exporting Report Data​

  1. Click the dropdown arrow next to the report name
  2. Select Export
  3. Choose Formatted Report (Excel) or Details Only (CSV)
  4. Click Export

Creating a Report​

  1. Click New Report from the Reports tab
  2. Choose a report type — this determines which object(s) and fields are available:
    • Leads — for lead data
    • Opportunities (Clients) — for client/deal data
    • Contacts — for contact data
    • Activities — for tasks, calls, events
  3. Click Continue

The Report Builder​

Screenshot needed: The report builder showing the filters panel, outline panel, columns, and live preview

The report builder has several areas:

AreaPurpose
Filters panelSet conditions to narrow results (e.g. "Created Date = This Month")
Outline panelAdd groupings (rows/columns) to summarise data
ColumnsChoose which fields appear as columns in the table
PreviewLive preview of results as you build

Adding Columns​

  1. In the left panel, find the field you want
  2. Drag it into the columns area, or click the + icon

Adding Groups​

  1. Click Group Rows or Group Columns in the Outline panel
  2. Select a field to group by (e.g. "Lead Status", "Stage")
  3. The report now shows subtotals for each group

Adding Summaries​

  1. Click the dropdown on any numeric column header
  2. Select Summarize → Sum, Average, Min, or Max
  3. Totals appear in group headers and at the bottom

Saving Your Report​

  1. Click Save or Save As
  2. Name the report
  3. Choose a folder (e.g. "My Reports" or a shared folder)
  4. Click Save

Report Types​

TypeUse Case
TabularSimple flat list of records — best for exports
SummaryGrouped by rows with subtotals — the most common format
MatrixGrouped by both rows and columns — best for cross-tabulation

Change the report type using the Format button in the report builder.

Dashboards​

Screenshot needed: A dashboard with a mix of chart types — bar chart, donut chart, metric, and table components

Dashboards display report data as visual components — charts, gauges, tables, and metrics.

Viewing a Dashboard​

  1. Click the Dashboards tab
  2. Select a dashboard from the list
  3. Click Refresh to pull the latest data (dashboards cache data and may not be real-time)

Dashboard Components​

Each component on a dashboard is powered by a report. Common component types:

ComponentBest For
Bar/Column ChartComparing values across categories
Donut/Pie ChartShowing proportions of a whole
Line ChartTracking trends over time
MetricShowing a single number (e.g. total leads this month)
GaugeShowing progress towards a target
TableShowing top/bottom records in a ranked list

Creating a Dashboard​

  1. Click New Dashboard from the Dashboards tab
  2. Name it and choose a folder
  3. Click + Component to add a widget
  4. Select a source report for the component
  5. Choose the chart type
  6. Configure groupings and measures
  7. Click Add then Save

Dashboard Filters​

Some dashboards have filter buttons at the top. Click them to change the data view (e.g. filter by team member, date range, or region).

Subscribing to Reports​

You can schedule reports to be emailed to you automatically:

  1. Open a report
  2. Click the dropdown arrow → Subscribe
  3. Set the frequency (daily, weekly, monthly)
  4. Choose the day and time
  5. Add conditions if you only want the email when data meets certain criteria
  6. Click Save

Tips​

  • Favourite reports and dashboards you use often — they'll appear in your Favourites menu
  • Use relative date filters (e.g. "This Month", "Last 7 Days") instead of fixed dates so reports stay current
  • If a report returns too many records, add more filters to narrow it down
  • Dashboard components can be clicked to drill through to the underlying report