CRM
Reports: every row one click away, calculated measures and scheduled emails
Reporting gets deeper and travels further.
Reporting gets deeper and travels further.
- The rows behind every number. Click any bar or total on any report, including emails, texts, meetings and tickets, to see the rows it counted. Reporting ▸ Explore lists any module's rows for a period, with Make a report from this.
- Time of day and day of week. Group by the hour, the day of the week, the hour of the day or the month of the year, in your workspace's timezone.
- The linked record's fields. Report texts, emails or meetings by their contact's or company's own fields: industry, region, size.
- Calculated measures. Add % of total, a running total, growth on the row before, or one measure divided by another (a win rate) in the editor's new Calculated section.
- Scheduled emails. Schedule on any report emails it daily, weekly or monthly at the hour you choose, with every row attached as a CSV. Each person gets it as they'd see it in the app.
- Dashboard filters. A new Team filter, and any tile can keep its own report's filters.