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
Report centre PRO is an add-on. After activating Report centre PRO, click Analytics → Report centre:
This article covers:
Advanced reports
Advanced reports combine 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:
The grid is colour-coded:
- Blue = has purchased
- Red = hasn't purchased
- Yellow = open opportunity
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
- Multi-select
- User
- Users
Filter in the widget settings
Filter on a dashboard
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
- Multi-select
- User
Group in the widget settings
Send & schedule reports
In Report centre PRO you have the option to send a dashboard directly or by scheduling it. Choose between email, Slack or Microsoft Teams. For each option, you can also specify recipients and any dashboard filters to apply.
To send or schedule a dashboard, your user needs the Can export data permission. Schedule or send dashboard is not available on a dashboard someone else has shared with you.
How to schedule a report:
Set up automatic reports on key metrics, for colleagues to receive daily/weekly/monthly/quarterly.
- Create your dashboard
- Click the three dots:
- Click Schedule or send dashboard:
- Click Scheduled mailing:
- Click Next step Settings:
- Click +Create new mailing:
- You can now add a name, description, frequency, recipients, filters, and whether to send via email, Slack or Microsoft Teams:
- You can also choose to send as a PDF or PNG:
- You can send a test report if you click Test mailing:
- When you're ready, click Save schedule:
- The scheduled mailing now appears in your list. Under the Interval column you can duplicate or delete:
How to send reports immediately
- Create your dashboard
- Click the three dots:
- Click Schedule or send dashboard:
- Click Send now:
- Click Next step Settings:
- You can now add a name, description, how often to send, recipients, and filters:
- You can send a test report if you click Test mailing:
- When you're ready, click Send:
How to send reports in Slack or Microsoft Teams
Start by activating the Slack or Microsoft Teams app in Settings.
- Click Settings → App directory:
- Enable Slack or Microsoft Teams
Upsales also needs permission to post to Slack or Microsoft Teams. Until an administrator has given it, the Slack or Microsoft Teams option is greyed out when you send or schedule a dashboard. An administrator clicks the option and approves the access in the window that opens. Other users see Only admins can change this and need to ask an administrator.
Once the app has been activated, send or schedule a report in the Report centre as shown above. Select Slack or Microsoft Teams as your option and which channel the report should be sent to.