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  1. Upsales Help Centre
  2. Apps & Add-ons
  3. Available add-ons

Report Centre PRO

Available in add-on:
Report Centre PRO

Report Centre Pro is your all-in-one BI and reporting tool for your sales, marketing, and activities. 

  • Save time by scheduling reports to be sent to the right person at the right time
  • Customise reports with custom fields
  • Dive deeper into your analytics with advanced reports 

This article covers:

  • Advanced reports
    • Customer growth grid
  • Filter & Group on custom fields
    • Filter on custom fields
    • Group on custom fields
  • Send & schedule reports
    • How to schedule reports
    • How to send reports immediately
    • How to send reports in Slack
  • Report Centre resources

Advanced reports

Advanced reports help you take your analytics to the next level by combining data across the whole system to give you the most important insights. Our advanced reports can be found in the widget library.

Customer growth grid

The Customer Growth Grid is designed to help your company discover hot leads within your existing customer base. Where you often have a higher success rate and shorter sales cycles.

Group by company, and click the dropdown to display product or product category:

grid.jpg

The grid is colour-coded:

  • Blue = has purchased
  • Red = hasn't purchased
  • Yellow = open opportunity 

image__2_.png

Click a cell to view opportunity value and plan a follow-up or next step

Filter & group on custom fields

You may already be using custom fields to customise your Upsales experience. Now you can bring the same flexibility to your reports. Any report can now be filtered and grouped by your custom fields both inside the widget settings, as well as on a whole dashboard.

Filter on custom fields

All your filters are imported automatically and can be used right away. The following types of custom fields can be used to filter: 

  • Date
  • Yes/No
  • Select

Filter in the widget settings

Filter on a dashboard

mceclip1.png

Group on custom fields

All your groups are imported automatically and can be used right away. The following types of custom fields can be used to group by: 

  • Date
  • Yes/No
  • Select

Group in the widget settings

mceclip0.png

Send & schedule reports

In Report Centre Pro you have the option to send a dashboard directly or by scheduling it. Choose between email or Slack. For each option, you can also specify recipients and any dashboard filters to apply.

How to schedule a report: 

Set up automatic reports on key metrics, for colleagues to receive daily/weekly/monthly/quarterly.

  1. Create your dashboard
  2. Click the three dots:

    three.jpg

  3. Click Schedule or send dashboard:

    send.jpg

  4. Click Scheduled mailing:

    when.jpg

  5. Click Next step Settings:

    next.jpg

  6. Click +Create new mailing:

    create.jpg

  7. You can now add a name, description, frequency, recipients, filters, and whether to send via email, Slack or Microsoft Teams:

    send.jpg

  8. You can also choose to send as a PDF or PNG:

    png.jpg

  9. You can send a test report if you click Test mailing:

    test.jpg

  10. When you're ready, click Save schedule:

    save.jpg

  11. The scheduled mailing now appears in your list. Under the Interval column you can duplicate or delete:

    mail.jpg

How to send reports immediately

  1. Create your dashboard
  2. Click the three dots:

    three.jpg

  3. Click Schedule or send dashboard:

    send.jpg

  4. Click Send now:

    now.jpg

  5. Click Next step Settings:

    next.jpg

  6. You can now add a name, description, how often to send, recipients, and filters:

    sending.jpg

  7. You can send a test report if you click Test mailing:

    test.jpg

  8. When you're ready, click Send:

    click.jpg

How to send reports in Slack

Start by activating the Slack app in Settings. 

  1. Click Settings → App Directory:

    app-directory.jpg

  2. Enable Slack

Once the app has been activated send or schedule a report in the report centre as shown above. Select Slack as your option and what public channel the report should be sent to. 

mceclip2.png

How to activate Report Centre PRO  
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