How to Create a Custom Report Under CRM Reporting?

The Agend AMS CRM offers a variety of reporting features that can help you analyse data, track engagement and make informed decisions for your membership association. The CRM dashboard offers a Contact Overview report to track and categorise members, an Email Report to assess the performance of membership-related email campaigns, a Funnel Report to analyse the conversion rates in membership signup processes, and a Form Report to monitor registration forms for events and activities. Below is a step-by-step guide to creating a custom report:

Steps to Create a Custom Report #

  1. Navigate to CRM Reporting: Once you’re logged into your CRM, locate the navigation menu on the left-hand side of the screen and click on the “Reporting” tab. This will take you to the Reports dashboard. On the dashboard click “Custom”.
  2. Click on Create New Report: In the Custom Report section, click on “New Custom Report” located in the right top corner of your screen. 
  3. Enter Report Details: In the pop-up box, enter a Name, Type (Numbers, Pie chart or Table), Report Value and start customising your report by filtering and segmenting your contacts.
  4. Define the segment criteria: By selecting filters such as tags, contact fields, activity, or custom fields define the segment criteria.
    • Example: Select “Tagged With” and choose the tag “Active Members” to include contacts tagged with “Active Members” in the segment.   
  5. Save Report: Once you have set your filters and segments click on “Save Report”. Based on the type of report selected in the previous step, a custom report will be generated. 
  6. View the report: Once the report is generated click on the numbers to interact with the report.

Preview and Save the Segment: Review the list to ensure it includes the contacts you want in your custom report. You can further customise the report by filtering the list of contacts and then saving the segment for future use.

Powered by BetterDocs