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Build custom report

A user builds a custom report using a step-by-step guided builder, selecting entity, fields, filters, grouping, and display format.

When this happens: You go to Reports — New Report.

Step by step

  1. 1

    Click New Report.

    EasyCRM shows the Report Builder — Step 1: Select Entity. Available primary entities: Contact, Company, Lead, Opportunity, Quote, Invoice, Ticket, Campaign, Activity. Related entities shown for each.

  2. 2

    Select Opportunity as primary entity. EasyCRM shows available related entities: Company, Contact, Activities, Quotes, Stage History.

  3. 3

    Proceeds to Step 2: Select Fields. Chooses columns from Opportunity and related entities (e.g. Name, Company.Name, Stage, Amount, Probability, Owner, Close Date).

  4. 4

    Add a calculated field: Weighted Amount = Amount × Probability / 100.

  5. 5

    Proceeds to Step 3: Filters. Adds filter conditions: Stage NOT IN (Closed Won, Closed Lost) AND Close Date = This quarter.

    Live preview updates with filtered results.

  6. 6

    Proceeds to Step 4: Group By. Groups by Stage. Aggregation: Sum of Amount, Count of records.

  7. 7

    Proceeds to Step 5: Display. Selects Funnel Chart Configures X-axis: Stage, Y-axis: Sum(Amount).

    EasyCRM renders the report with live data.

  8. 8

    Click Save Enters: Report Name, Description (optional), Folder (default: My Reports), Visibility (Personal / Shared with Role / Shared with Everyone).

    EasyCRM saves the report.

Other paths

Export report results

On the report results page, clicks Export — CSV or Excel. EasyCRM generates file with report data (respecting user access scoping). Same limits as UC-2.6 (max 50,000 rows).

Edit existing report

Open a saved report and clicks Edit Report Builder reopens at Step 1 with existing configuration. User modifies and re-saves.

View as table

At Step 5, selects Table display. Paginated table view (25/50/100 per page), sortable columns.

If something goes wrong

No data found

Query returns empty. EasyCRM shows: No data found for the current filters

Too many columns

At Step 2, you select > 20 columns. EasyCRM shows: Maximum 20 columns per report

Good to know

  • Report data is real-time (no caching).
  • Reports respect the your access level.
  • Maximum 20 columns per report.
  • Shared reports can be created by ADM (everyone) or SM (role-specific).