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Custom Report is a feature within our cloud-based CRM system that allows you to customize and create personalized reports based on your business needs. It empowers you to extract valuable insights from your CRM dataset, tailored specifically to your requirements.
While our existing reporting features offer templates for general reporting, targeting reports, comparison reports, geographic reports, and sales trends, Custom Report takes it a step further. It allows you to request customization of the existing reports, enabling you to dive deeper into specific metrics and tailor the reports to your unique business needs.
Absolutely! Custom Report enables you to create reports that cater to the specific needs of different departments or teams within your organization. Whether it’s sales, marketing, customer support/service, or any other department, you can customize the reports to focus on the metrics and key performance indicators relevant to each team.
Yes, Custom Report utilizes real-time data from your CRM dataset. This means you’ll have access to the most up-to-date information and can generate reports with the latest data at any given time.
Yes, Custom Report allows you to schedule automatic report generation at regular intervals. Do you need daily, weekly or monthly reports.
Definitely! Custom Report provides easy-to-use export functionality, allowing you to export the customized reports in various formats such as PDF, Excel, and more. You can also share the reports with team members and stakeholders, facilitating collaboration and informed decision-making.
No, Custom Report is designed to be user-friendly and intuitive. You don’t need advanced technical skills to create and customize reports. The interface is straightforward, enabling you to easily select the desired metrics, apply filters, and visualize the data in a way that makes sense to you.
Absolutely! We offer a free trial of Custom Report, allowing you to explore its features and experience the benefits firsthand. Sign up for the free trial to see how Custom Report can revolutionize your CRM reporting.