Introducing Custom Reporting

Getting visibility over your data just got easier. Introducing a compelling set of configurable reports that allow you to customise your agency’s reporting. Load thousands of records at a time with dozens of adjustable columns and the capability to group, aggregate and pivot data. Plus, built-in interactive reports that give you the benefits of reporting without having to dive in and create your own from scratch.

Have visibility over the team's productivity

Get unprecedented visibility into the productivity metrics of your team by choosing the data field you want to explore. Custom Reporting gives you the ability to pull in related data, filter, group, and pivot - allowing you to see the KPI performance across your team.

Keep your team on the same page

Take a new approach to your morning meetings and rally the team with reports you can share and save across your agency. Ensuring that everyone is on the same page and can view the exact metrics that are most relevant for your agency.

Improve data quality

The best way to encourage better data quality is better data visibility! Custom Reporting will help to highlight data improvement opportunities across your agency.
Gilbert & Rose
Custom Reporting has been brilliant and made it a lot easier to manage my business. I use it all the time for feedback and registration of clients.

– Spencer Gilbert, Director at Gilbert & Rose

Looking for a little more information on this release?

No problem, we've put together some articles to give you a little more insight into this feature.

Gilbert & Rose
Custom Reporting has been brilliant and made it a lot easier to manage my business. I use it all the time for feedback and registration of clients.

– Spencer Gilbert, Director at Gilbert & Rose

Looking for a little more information on this release?

No problem, we've put together some articles to give you a little more insight into this feature.

Gilbert & Rose
Custom Reporting has been brilliant and made it a lot easier to manage my business. I use it all the time for feedback and registration of clients.

– Spencer Gilbert, Director at Gilbert & Rose

Looking for a little more information on this release?

No problem, we've put together some articles to give you a little more insight into this feature.

Wondering why we built Custom Reporting?

Find out here

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FAQ's

We've answered a few frequent questions below. If you have a question not answered here, please contact us and we'll get back to you.
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