Overview
Run reusable business reports across contacts, companies, leads, deals, tasks, cases, calendar events, quotes, and orders.
Main purposeRun reusable business reports across contacts, companies, leads, deals, tasks, cases, calendar events, quotes, and orders.
Important areasReport library, data source, date range, status filter, group by, selected columns, preview, CSV export, shared reports.
Business valueReports turn daily records into management review, cleanup lists, sales analysis, and service workload views.
Where To Find It
Common Path: Analysis > Reports
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- QCRM includes report templates for common data sources and lets permitted users duplicate and customize reports.
- Report filters control date range, status, grouping, and columns.
- Preview shows results in the browser and Export CSV downloads the selected report.
Main Areas
| Area | What It Is Used For |
|---|---|
| Report library | List of available templates and saved reports. |
| Report builder | Filters, grouping, columns, and visibility. |
| Preview panel | Shows the report result before export. |
| Export CSV | Downloads report data. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Data source | Contacts, companies, leads, deals, tasks, cases, events, quotes, or orders. | Choose the business area to analyze. |
| Date range | Today, this week, this month, this quarter, this year, next 30 days, previous 30 days, or custom. | Use to control report period. |
| Group by | Optional grouping field. | Use for summaries by owner, stage, status, company, or date. |
| Selected columns | Fields included in output. | Use to keep reports focused. |
| Visibility | Private or shared. | Use shared only when the report is useful to others. |
Recommended Workflow
- Open Reports from the Analysis section.
- Select a template or saved report.
- Review the data source, date range, grouping, filters, and columns.
- Preview the result.
- Export CSV or duplicate the report if you need a reusable variation.
Best Practice
- Start from a template before building a custom report.
- Use shorter date ranges first when checking large data sets.
- Name duplicated reports clearly so other users understand the purpose.
Troubleshooting
- If a report is empty, check date range, status filter, and permissions.
- If export is missing data, preview the report first and review selected columns.
- If a shared report is not visible, confirm it was saved with shared visibility and your role can view reports.
FAQ
Can I export reports?
Yes. Use Export CSV from the report preview.
Can every user create shared reports?
Only users with the required report permissions can create or share reports.