The Reports feature is a powerful tool for creating fully customizable and filterable reports on your Leads, Companies, Contacts, and Projects. With reports, you can utilize the filters and columns to pull any set of data you wish to view and share them with your team.

Create a Report

To create a report, navigate to the Reports tab under Analytics.

Click "Create Report."

Name your report and select the type:

Next, it's time to filter your report. You can filter your report by any system or custom fields, select "and/or" conditions, and apply filter groups to view any set of data.

Once your filters are applied, click "Save." Now, you can select the columns you wish to view in your report. Click "Add Columns" to get started.

Add any relevant columns to your report and click "Done."

Now, your report has been created and saved for future reference. Your team will be able to view all saved reports directly in the Reports tab.

Aggregate Functions

Once your report is created, you will be able to apply aggregate functions (sum, average, median, maximum, and minimum) to your columns. Simply hover over the top of the column in question, such as Contract Value, and click "Choose Summary." Next, select the desired summary from the list, and your column will be calculated accordingly.

Export a Report

Buildr enables you to export your reports to PDF or CSV. Click More and select "Download CSV" or "Download PDF."

Delete a Report

To delete a report, click More and select "Delete Report."