ModulesAnalytics
Reports
Detailed sales, recruiting, and support reports with date filtering.
Reports
Generate detailed reports across all modules with flexible date ranges and export options.
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Report Types
Sales Reports
CRM-focused reports:
| Report | Contents |
|---|---|
| Pipeline Summary | Deals by stage, value, age |
| Revenue Report | Closed revenue by period |
| Win/Loss Analysis | Conversion rates, loss reasons |
| Activity Report | Calls, emails, meetings |
| Forecast Report | Predicted close amounts |
Recruiting Reports
ATS reports:
| Report | Contents |
|---|---|
| Hiring Funnel | Candidates by stage |
| Time to Hire | Days from apply to offer |
| Source Effectiveness | Best performing sources |
| Interview Load | Interviews per recruiter |
| Offer Acceptance | Acceptance rates |
Support Reports
Customer service metrics:
| Report | Contents |
|---|---|
| Ticket Volume | Created, resolved, backlog |
| Response Time | First reply times |
| Resolution Time | Time to resolve |
| Agent Performance | Tickets per agent |
| CSAT Summary | Satisfaction scores |
Date Range Selection
Preset Ranges
| Range | Description |
|---|---|
| Today | Current day |
| Yesterday | Previous day |
| This Week | Current week |
| Last Week | Previous week |
| This Month | Current month |
| Last Month | Previous month |
| This Quarter | Current quarter |
| This Year | Current year |
| Custom | Specific dates |
Custom Date Ranges
- Select Custom
- Pick start date
- Pick end date
- Apply
Compare Periods
Compare to previous period:
- Show previous period data
- Calculate % change
- Highlight trends
Exporting Reports
Export Formats
| Format | Use Case |
|---|---|
| Presentations, printing | |
| CSV | Spreadsheet analysis |
| Excel | Advanced analysis |
| JSON | API integration |
Scheduled Reports
Automate report delivery:
- Configure report view
- Click Schedule
- Set frequency:
- Daily
- Weekly
- Monthly
- Add recipients
- Save schedule
Report Filtering
Common Filters
| Filter | Options |
|---|---|
| Team Member | Specific user(s) |
| Department | Team/department |
| Status | Active, closed, etc. |
| Priority | High, normal, low |
| Category | Type, product, etc. |
Saving Filtered Views
- Apply desired filters
- Click Save View
- Name the view
- Access from saved reports
Reading Reports
Key Metrics
Each report highlights:
- Total — Sum or count
- Average — Mean value
- Change — vs previous period
- Trend — Direction indicator
Visual Elements
| Element | Meaning |
|---|---|
| ↑ Green | Improvement |
| ↓ Red | Decline |
| → Gray | No change |
| Sparkline | Mini trend chart |
Next Steps
- Analytics Dashboard — High-level metrics
- ROI Tracking — Campaign effectiveness
- Export Center — Bulk data export