Custom Reports¶

Build your own reports when the standard reports do not cover your specific needs. Choose the entity type, metrics, dimensions, filters, and chart type.

Create a Custom Report¶

Go to /reports and click New Report, or ask in chat
Enter a report name
Choose the entity type (contacts, companies, deals, tickets, activities)
Select the report type (table, chart, single metric, funnel)
Configure the report parameters
Preview the results
Click Save Report

Report Types¶

Type	Best for
Table	Detailed listings with sorting and filtering
Chart	Visual comparisons and trends (bar, line, pie)
Single metric	One key number with trend indicator
Funnel	Conversion analysis across stages

Chart Configuration¶

For chart reports, you configure:

Chart type -- Bar, line, pie, donut, or funnel
X-axis -- What to group by (e.g., close date by month, pipeline stage)
Y-axis -- What to measure (e.g., count, sum of amount, average)
Group by -- Optional secondary grouping (e.g., by pipeline, by rep)

Filters¶

Apply filters to narrow the data:

Date ranges (last 7 days, this month, custom range)
Entity properties (stage, owner, priority, tag)
Custom properties

Check Make visible to all team members to share a report with your team. Shared reports appear in everyone's /reports list.

Note

Shared reports use the viewer's permissions for data access. A team member only sees the data they have permission to view, even in a shared report.

You

Create a report showing deals by stage for the Enterprise pipeline

Outsprint AI

I've created a bar chart showing deal count by stage for the Enterprise Sales pipeline. You can save this as a report or add it to a dashboard.