FEATURES > REPORTS

Empower your managers with smart reporting

Drill down on CRM data efficiently and draw insightful conclusions. Use these conclusions to make the right decision at the right time.

What is a report?

A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.

    BUILD REPORTS

    SCHEDULE REPORTS

    EXPORT REPORTS

    FOR EVERY NEED

    DO MORE WITH CHARTS

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    Build reports from any data in Vtiger

    Vtiger reports let you organize every piece of data in the CRM, from a list of comments to the most valued deals. You can even print your reports if needed.

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    Schedule reports to stay on top of work

    Never miss out on essential updates by scheduling reports periodically. Specify the frequency of reports and receive them via email for easy access.

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    Export reports and charts to CSV files

    Export any report or chart via CSV or Excel format to share with co-workers or do additional data analysis offline.

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    Reports for every need

    Pivot reports

    Calculations are simplified with Pivot Reports. Get the sum, average, minimum, and maximum of your data and other composite stats.

    Detailed reports

    Get a detailed report in tabular format. Choose the data fields to show on the report and analyze your metrics granularly.

    Chart reports

    Analyze data visually with bar charts and pie charts. Line and column enable you to see the data and interpret it efficiently.

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    Support insights and analytics

    Chart in an im

    Download charts as an image or print them on paper as per your requirement.

    Uncomplicate team collaboration

    Share your charts in the comments and mention your teammates to make collaboration a breeze.

    Effortless access

    Plan to view a chart report frequently? Then pin it to the Dashboard for perpetual, real-time visibility.

    CASE STUDIES

    Why our customers love us

    Sales Productivity

    Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.

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    Automate

    Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.

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    Customer base Growth

    GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.

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