CRM reports
Reports turn your CRM activity into a chart and a table you can group, filter, save and export. Open CRM > Reports. It needs the role setting View CRM dashboard and reports and a plan that includes Dashboard and reports (Business and Enterprise).
Choose a report
Pick the report with the tabs at the top. A line under the title says what the selected report shows. The grouping, period and owner fields sit on the same row as the tabs.
Activity: notes, conversations in and out, tasks done and a total. Group by day, week, month or owner.
Calls: calls, inbound, outbound, answered, missed, talk time and average talk time. Group by day, week, month or owner. Needs the role setting View CRM calls and Telephony on your plan.
People: new people and their average lead score. Group by day, week, month, source, lifecycle stage or owner.
Pipeline: for each open stage, the number of deals, value, weighted value, average days in stage and how many deals are rotting. Pick a pipeline when you have more than one.
Deals: created, won, won value, lost, lost value, win rate and average days to win. Group by month, owner or source.
Targets: for the month you pick, each person's target, won value, attainment and weighted open value.
Pipeline, Deals and Targets need the role setting View deals and Deals on your plan. A report you cannot open is not in the list. Weeks start on Monday.
Period, owner and comparison
The period choices are the same as on the dashboard: Today up to This year, or Custom range (at most 366 days, end on or after start).
The owner field (Everyone) limits the report to one colleague.
For reports that cover a period, the totals at the top also show the change against the previous period of the same length.
The Pipeline report shows the situation right now, so the period does not change it. Targets uses a month picker instead of a period.
Choose Refresh to load fresh numbers. Results can be up to one minute old otherwise.
The report, grouping, period and filters are kept in the page address, so a copied link opens the same view for a colleague with access.
Read the result
At the top, one tile per number shows its total for the period and, where it makes sense, the change against the previous period (lower is better for missed calls and lost deals). The chart shows the same numbers per row, with a line above it naming the busiest row and a switch for bars or lines. The table below has every row. Its first column stays in view when you scroll sideways, a thin bar under each name shows how busy that row was, and a total row at the bottom adds up the counts and talk time. Money is shown per currency and never added across currencies. A report shows at most 10,000 rows. If it is longer, a notice asks you to narrow the period or the filters. When nothing matches, the table says there is nothing to report for this period and these filters.
Saved views
Open Saved views to reuse a report setup.
Set up a report as you like it.
Open Saved views and choose Save as new view.
Enter a name (for example Weekly team activity). Switch on Share with the team if everyone with access to reports may open it.
Choose Save.
A saved view keeps the report type, grouping, period and filters. Choose a view in the list to apply it. After you change an applied view, the menu offers to update it. You can keep up to 50 views of your own. You can change or delete your own views. Colleagues with Manage CRM settings can also change or delete shared views of others. Deleting a view removes it for everyone it was shared with. If a colleague saved first, you are told to reload the list and try again.
Export to CSV
Choose Export CSV (the download icon) to download the current report. It appears only with the role setting Export from the CRM and is available when the report has rows. The file is named crm-report, the report type and the dates, and uses the same filters as the screen. Money values stay per currency.
If something looks wrong
Dashboard and reports is not included in your plan: upgrade to Business or Enterprise.
A report type is missing: your role lacks calls or deals access, or your plan has no Telephony or Deals.
Choose a valid date range to run the report: complete the custom dates.
No export icon: ask an administrator for the export setting in your role.