Build Reports From Any CRM Data

Use any data Vtiger to build reports, pivot tables, and charts on team, pipeline, product and other drivers of performance, then pin charts to your dashboard for frequent use, or export them to a CSV file for distribution amongst your team, or for further analysis.

CRM reporting in Vtiger

Build reports from any data in Vtiger

Build tabular reports that pore over, filter on, and organize every piece of data in Vtiger, from a simple list of comments posted by sales reps in the first week of May, to a table of opportunities valued above $1,000 and organized by month.

Create and pin real-time charts to the dashboard

Create pie, line, or bar charts that visualize any data across all of Vtiger. Use it to build a bar chart that displays the dollar value of open opportunities currently owned by each salesperson, or a line chart showing new revenue per month. Plan to visit the chart frequently? Then pin it to the dashboard for perpetual, real time visibility.

Customizing charts and dashboards

Export reports and charts to CSV files

Export any report or chart you’ve built to share with co-workers, or to do additional data analysis

Schedule periodic emailed reports

If you or your team reviews reports on a periodic basis, skip the reports section by scheduling any report or chart to be emailed in an attached CSV file to a list of recipients.

Ready to think like your customers?