Custom Reports

ABOUT

Take your CRM data management to the next level with the Custom Reports extension. Seamlessly rerun custom reports filtering the CRM data the way you want and export an Excel file with filtered data.

KEY FEATURES:

• Unlimited custom reports for any use case.
• Select and customize fields like Contact ID, Name, Email, and more to fit your needs.
• Apply detailed filters to refine your data.
• Export reports in Excel format.
• Pre-defined report types for quick access to key data sets, such as Contacts, Contacts and Cases, Contacts and Orders, Contacts and Event Bookings, Contacts and Member Areas.
• Control access by making reports sharable or private.
• Edit and manage reports effortlessly to ensure accuracy and relevance.

WHAT'S INCLUDED:

• Unlimited custom reports.
• Unlimited export of reports.
• Extensive variety of data available for reports.