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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.
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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.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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Get started with Vtiger CRM
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