Custom Reporting

The custom reporting feature allows you to create report templates based on any combination of criteria, with many formatting options so it’s tailored to your team and goals. You can create custom reports to pull data and analyze metrics, filter, group, sort & sum to get an overview of results, measure conversion rates throughout specific stages in the customer lifecycle, monitor which sources, activities, or assets impact your lead generation, on revenue, etc. Report output can be exported to another application and can be scheduled to send on a regular basis.