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DocsCustom Report Builder
Build custom reports with charts and metrics
Creating a Custom Report
Build a report tailored to your specific analytics needs.
1
Open the report builder
Navigate to the Reports page and click New Report in the top-right corner. The custom report builder opens with a blank canvas.
2
Select a data source
Choose the primary data source for your report: Companies, People, Opportunities, Activities, or Invoices. The data source determines which fields and metrics are available for your report. You can only select one primary data source per report.
3
Choose a chart type
Select the visualization that best represents your data. Available chart types include line, bar, area, pie, funnel, KPI card, and table. You can change the chart type at any time and the report will re-render with the same data.
4
Configure metrics and dimensions
Select the metrics to measure (e.g., count, sum, average of a numeric field) and the dimensions to group by (e.g., stage, owner, source, month). Metrics define what you are measuring, and dimensions define how the data is broken down.
5
Add filters
Optionally add filters to narrow the data included in the report. Filters work the same as on the reports gallery: you can filter by date range, owner, status, tags, and other fields. Filters are saved with the report and applied each time it loads.
6
Preview and adjust
The report preview updates in real time as you configure options. Review the visualization to make sure it displays the insights you need. Adjust the chart type, metrics, dimensions, or filters until the report looks right.
7
Save and name the report
Click Save and give your report a descriptive name. The report appears in the Custom category of the reports gallery and is accessible to all users in your organization.
Chart Types
Choose the right visualization for your data.
- Line Chart— Best for showing trends over time. Use line charts to track revenue growth, activity volume, or deal progression across weeks, months, or quarters.
- Bar Chart— Best for comparing values across categories. Use bar charts to compare performance by team member, revenue by source, or deals by stage.
- Area Chart— Similar to line charts but with the area below the line filled in. Useful for showing cumulative totals or stacked comparisons over time.
- Pie Chart— Best for showing proportions of a whole. Use pie charts to visualize deal distribution by source, status breakdown, or revenue share by product.
- Funnel Chart— Designed for pipeline and conversion analysis. Shows how records flow through sequential stages, with the width representing the count or value at each stage.
- KPI Card— Displays a single key metric as a large number with an optional comparison to a previous period. Use KPI cards for at-a-glance metrics like total revenue, deals won, or average deal size.
- Table— Displays data in a tabular format with sortable columns. Use tables when you need to see detailed row-level data or when the data does not lend itself to a visual chart.
Choosing the right chart
Use line and area charts for time-series data, bar charts for comparisons, pie charts for composition, funnels for conversion flow, KPI cards for single metrics, and tables for detailed data. If you are unsure, start with a bar chart and adjust from there.
Configuring Metrics and Dimensions
Define what to measure and how to break it down.
Metrics
Metrics define the numeric values being displayed. Common metrics include:
- Count — Number of records matching the criteria.
- Sum — Total of a numeric field (e.g., opportunity value, invoice amount).
- Average — Mean value of a numeric field across matching records.
- Min / Max — Lowest or highest value of a numeric field.
Dimensions
Dimensions define how data is grouped. Common dimensions include:
- Owner — Group by the assigned user.
- Stage — Group by pipeline stage.
- Source — Group by lead source or acquisition channel.
- Time Period — Group by day, week, month, quarter, or year.
- Status — Group by record status.
- Tag — Group by applied tags.
Editing Existing Reports
Modify saved custom reports.
To edit a custom report, open it from the reports gallery and click the Edit button in the top-right corner. The report builder opens with all existing settings pre-loaded. Make your changes and click Save to update the report. All users in your organization will see the updated report the next time they open it.
Built-in reports cannot be edited
The pre-built reports in the gallery are read-only. If you want a modified version of a built-in report, create a new custom report with similar settings and adjust it to your needs.