Though SharpSpring provides different types of sales and CRM reports, you may want to generate reports that show information from many different sources. You can create a customized report that shows only the information that you want. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future. This article will detail how to create and use the Custom Reports feature.
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Accessing Reports
You can access the the Custom Reports feature from a few different places in SharpSpring. Access the Custom Reports feature by navigating any of the following pathways in SharpSpring's left toolbar:
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Reports Toolbar
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Description |
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Display Toolbar |
Displays and hides the toolbar. |
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Saved Reports |
A list of all saved customized reports. Saved reports will appear in an expanding menu. Reports are grouped by those you have created, and also those reports created by others in your company. You can refine the list of saved reports by entering search terms in the Clicking + Custom Report will let you create a new customized report, which can then be saved for future use. |
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Report Filters |
A series of filters that narrow your search parameters and otherwise show specific report information. The available report filters will vary based on the individual widget types and categories you include in your customized report. |
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Widgets |
All available report information options. These reports are made available in modular format. These widgets can be dragged-and-dropped into the report canvas. From there, the widgets can be rearranged and resized as desired. |
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Creating Reports
Before you can generate report data through the Custom Reports feature, you will need to create a customized report. To create a customized report, do the following:
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Note: If you have already created a report, your most recent report will be opened when accessing the Custom Reports feature.
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Using Widgets
Widgets are the main component of the Custom Report feature. These widgets provide an at-a-glance view of different types of data. You can configure your reports to show data with any combination of these different widgets. To use widgets in your reports, do the following:
When adding widgets, be aware of the following:
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Note: Widgets will vary in the information they present. The Edit Report Widget panel will be different for each widget type.
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Note: Click
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Note: Click-and-drag widget fields to resize them horizontally.
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Editing Reports
Once created and saved, customized reports can be edited as necessary. To edit a customized report, do the following:
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Note: When editing a report, the Edit setting in the
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Note: If you have already created a report, your most recent report will be opened when accessing the Custom Reports feature.
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Searching Reports
There may come a time when you have created many different reports. Instead of manually searching for reports, you can enter different words or terms into the Saved Reports search bar to quickly locate the reports you are looking for. To search for reports, do the following:
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When searching reports, be aware that your own customized reports are grouped at the top of the saved report list. Your company’s reports—specifically, those reports that you have not created but you still have access to—are grouped below your reports. | ||
Setting Filters
By default, widgets will show display data with as much information as possible. This might be beneficial for reports that look at the larger picture, but your reports will most likely need to focus only on a certain amount of information. You can use report filters to display only the data that you want. To set filters for customized reports, do the following:
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Note: Agencies can select either their own agency data or data for any of their clients in the Company drop-down menu.
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Note: Company selection is limited to only one choice. Data from multiple companies cannot be mixed together in one report widget. You will need to use one widget for each different company.
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Note: Click
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Note: Click Reset Filters to clear all of your current filter selections.
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When setting filters, be aware of the following:
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Scheduling Reports
Once a customized report has been configured and saved, it can be scheduled to be sent via email. To schedule customized reports, do the following:
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Scheduled reports will be sent to email recipients as a .PDF attachment. Private share links are links to the report's individual cloud dashboard and will be inserted into the email's body. | ||
Exporting Reports
Once a customized report has been configured and saved, it can be exported as a .PDF file. To export customized reports, do the following:
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Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information. | ||
Exporting Widgets
You can export data from individual widgets. Exported data will be saved to your computer as a .CSV file. To export widget data, do the following:
Be aware that exported widget data will only cover that widget, and not the customized report as a whole. |
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Note: The export file will be downloaded to your web browser's file download location.
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Note: The information box will not disappear until it is closed or you click the Export Manager link.
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Copying Reports
If you have a widget layout that you want to either add to or use another set of filters with, you can copy the customized report and modify the copied report to better suit your needs. To copy customized reports, do the following:
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Deleting Reports
If you no longer need a customized report, you can permanently delete it. To permanently delete a customized report, do the following:
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Requesting Widgets
There are many widgets available for customized reports, but you may find that you need a different kind of widget to show the information that you want. You can request that SharpSpring develop new widgets through the Sharp Ideas website. To request widgets, do the following:
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While SharpSpring will endeavor to fulfill your requests, be aware that not every widget request is feasible or able to be developed. Refer to Providing Feedback and Feature Requests with Sharp Ideas for more information on Sharp Ideas and the idea submission process. |
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Changing Themes
Customized reports can be set to display their information in a number of different visual themes. To change the visual theme of a report, do the following:
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Note: Themes will not be applied to the report until the report has been saved.
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Cloud Dashboards
You can share your customized reports. Reports are shared through Cloud Dashboards, which are preset displays that are broadcasted to external monitors or televisions. Shared reports can be accessed via URLs that are unique for each individual report. To share reports through Cloud Dashboards, do the following:
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Important: You cannot share a report when you are editing the report.
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Once copied, you can paste the copied link URL in a browser tab or an email. When clicked, the shared report will open as a dashboard view of all added widgets and related data. This view will display the information that appears as a result of your filters. Clicking Clicking |
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The Launchpad
Created custom reports can be used as dashboards on the Launchpad. The Launchpad provides you with an at-a-glance look at your upcoming tasks, recent activity, and most important metrics. The Launchpad itself is a collection of different dashboards that house specific information. This information can largely be customized by using your created custom reports to better display the information that you want to see.
You can create your own custom reports and set them to be the default tab that you see when you first log in to SharpSpring during a given day. This means that, instead of a being presented with a generic and static startup page, you can use any of your custom reports to create individual Launchpad dashboards that showcase widgets reporting on metrics that are useful to you.
Refer to Launchpad Overview for more information on using custom reports with the Launchpad.