Customize Your Dashboard With Custom Reports

|

|

|

Table of contents

Now available in Groundhogg 2.6.3 is the ability to create custom reports in your dashboard to give you even deeper insight into your audience and performance. This feature is part of our FREE core plugin and is available to all users right now!

Creating custom a custom report is super easy!

Go to Groundhogg > Dashboard > Custom > and click Create Report.

There are three basic report types currently available.

  • Pie Charts
  • List Table
  • Number

As time goes on we’ll be adding more reports and improving the flexibility of existing reports.

Use Groundhogg’s Search Filters engine to select subsets of contacts and their custom fields to generate the data in the reports. This combination makes generating reports for complex queries really easy!

Click on the data in any one report to instantly be brought to the contacts page for the matching query.

Want CRM tips in your inbox?

Subscribe for hot tips, takedowns, and other juicy CRM and marketing goodness. Published sporadically when we feel like it.