Why we built Custom Reporting

Custom Reporting

We’re excited to be announcing a new feature – Custom Reporting!

A compelling set of configurable reports that allow you to load thousands of records at once with dozens of adjustable columns and the ability to group, aggregate and pivot data.

It’s no secret that reporting, together with automated business generation, is one of the core pillars behind any CRM. That’s why we’ve created in-built interactive reports that give you the benefits of reporting without having to dive in and create your own from scratch.

Based on this feedback we decided to review reporting in Rex CRM. We found that making multiple small changes can be difficult and is often a losing battle. We also understand that every agency operates differently; changing a report to work better for one agency might be a disaster for another!

As a result, we figured the only way to comprehensively modernise Rex’s reporting functionality is to give agents, managers and admins the tools they need to build reports that suit their own needs. Similar to our development approach to custom fields.

In our view, a better quality of reporting empowers everyone across the agency:

  • Get better visibility on data quality – with these discrepancies highlighted, you'll be shining a light over your agency’s blindspots. You can’t fix what you’re not aware of.
  • Increase CRM adoption across the agency – if more people are adopting your CRM as the agency’s single point of truth, the more information you’ll have at your fingertips.
  • Spend more time on dollar productive work – this is great for managers who often spend too much time manually calculating and compiling figures for KPIs and commissions. Custom Reporting will allow you to devote previous reporting time to focus on business outcomes.

Not only is Custom Reporting an excellent resource for getting visibility across your agency, there are also pre-built reports that will manage day-to-day activities and follow-up.

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