Creating, Customizing, and Sharing Reports in "Edara CRM"
Last updated: November 12, 2026
When a manager needs a specific figure, like each rep's revenue this quarter or how many calls the team made this month, they ask someone to pull it together by hand from deals and activities. It arrives late, the same request comes back every month, and narrowing it to one rep or comparing it with last month means asking all over again.
With reports, you build the question once, from a ready-made template or from scratch, and get the answer worked out from the records themselves every time you open it. You narrow it with filters and a date range, zoom in on a rep or a stage with one click, compare with the previous period, then share it with your team or pin its chart to your dashboard.
Follow the Steps
You pick a ready report or make your own, then filter it and customize how it looks, and pin it to a dashboard or share it.
Finding a Report
In the side menu, click "Analytics", then the "Reports" tab. Reports are grouped by the type of record they count: "Deals", "Activities" and "Organizations":
- Type part of the report's name in "Search reports…".
- Clear the search to see all reports again.
- Click the star next to a report to star it, and it moves to the top of its group.
Each report shows who made it, and "Shared" when it's shared with the team.
Making a Report from a Template or from Scratch
The quickest way is to start from a ready-made template, then change it:
- Click "Add Report".
- Under "Templates", pick a template, for example "Won Revenue by Rep". The report opens in edit mode with its KPIs, chart and table.
- Click "Save", then "Done".
Templates are grouped by the question they answer: "Revenue & won business", "Pipeline health", "Activity & follow-up" and "Accounts & contacts". To build an empty report, choose "Start from scratch", then "Deal Performance", "Activities Performance" or "Organization Overview", and add sections from "Add".
Note: A new report isn't saved until you click "Save". If you leave it before then, "Edara CRM" asks before discarding your changes.
Filtering a Report and Setting the Date Range
Filters set the records the whole report counts, across its KPIs, charts, breakdowns and tables:
- Click "Add filter".
- Pick the "Field", the "Operator" ("is" or "is not") and the "Value", for example "Owner is Tarek Adly", then click "Apply".
- To set the period, pick from "Date range", for example "This quarter".
Click a filter to change it, the × next to it to remove it, or "Clear all". With two or more filters, pick from "Match": "All filters" counts records that match every filter, and "Any filter" counts records that match at least one.
Customizing a Chart and Setting a Target
In edit mode, you change what each chart shows and how it looks:
- Open the report and click "Edit", then click "Chart options".
- Pick the "Chart type", "Group by" and "Measure by". From "Show", pick "All" or the top 3 or 5 values, and from "Sort", pick their order.
- Click "Set a target", type the "Target value", then click "Save". A target line shows on the chart.
A line chart needs grouping by "Month". With "Top 3" or "Top 5", the rest of the values are added up in an "Other" bar. Click any bar to see the records behind it.
Adding a Metric and a Quick Filter
A metric is a figure you name yourself, like the deal count for one rep. It can show as a card among the KPIs, or as a quick filter you click to narrow the report:
- In edit mode, click "Add", then "Metric".
- Type the "Name", pick the filter, its value and the "Measure", then tick "Show as a quick filter", "Show as a KPI card" or both, and click "Save".
- Click the quick filter under the filters, and every figure in the report updates. Click it again to turn it off.
A quick filter needs a filter with a value. It doesn't change the saved report; it only narrows what you see now.
Breakdowns and Showing Records
A breakdown shows each value's share of the total, like each rep's share of deals, and clicking a value narrows the whole report to it:
- Click a value in a breakdown, for example "Tarek Adly". The KPIs, charts, other breakdowns and tables update.
- Click "Show records" to see the records you picked, then click any deal's title to open it.
- To clear the pick, click it under "Quick filters", or click the same value again.
Each percentage in a breakdown is a share of the total. Figures and tables update right away, but the pick isn't saved in the report.
Record and Summary Tables
A table shows the records the report counts after its filters, and has two views:
- "Deals" (or "Activities" or "Organizations"): one row per record. Click a deal's title to open it.
- "Summary": one row per value of "Group by", with the count and the values.
- "Export" downloads the table as a file.
Comparing with the Previous Period
Compare the report's KPIs with the previous period or the previous year to see whether figures are improving:
- From "Date range", pick a period with a start and an end, for example "This quarter".
- From "Compare", pick "Previous period" or "Previous year". Each KPI shows its change as a percentage.
- To stop comparing, pick "None".
Comparing needs a date range with a start and an end, so it doesn't work with "All time" or "Up to today". It also needs "All filters" in "Match", and isn't available in organization reports.
Pinning a Chart to a Dashboard
Pin a report's chart to a dashboard to follow it alongside your other figures:
- Click ⋯ on the chart, then "Pin to dashboard".
- Pick the dashboard, or "New dashboard".
- Open the "Dashboard" tab, and the chart is at the end of the dashboard.
A pinned chart follows its report, so any change you save to the report shows on the dashboard, and "Open report" takes you back to it. If the report is deleted, the chart's place shows "This report was deleted". To arrange the dashboard, see Tracking Sales Performance with Dashboards in "Edara CRM".
Sharing, Duplicating and Deleting a Report
From ⋯ at the top of the report:
- Click "Share with team" so your team can see the report, or "Make private" to make it yours alone again.
- Click "Duplicate" to make a copy under your name that you can change freely, without touching the original.
- Click "Delete", then confirm.
Only the person who made a report can edit, share or delete it; for anyone else these options are turned off. To change a teammate's report, click "Duplicate" and change your copy.
Important Things to Know
- Reports are on the "Reports" tab in "Analytics", and making or editing them needs a role that can build reports.
- Figures are worked out only from the records your role can reach.
- You can have up to 50 reports, and each report holds up to 4 charts, 4 tables and 12 breakdowns.
- Changes aren't saved until you click "Save", and "Discard" puts the report back as it was.
- To follow at-risk customers and the sales opportunities for each customer, see Acting on Revenue Opportunities from the Revenue Action Center in "Edara CRM".
Try It Yourself
Sample data — it doesn't affect any real data. Open a report and add a filter, or click any figure to see its records, or click "Add Report" and start from a template.
You May Be Wondering
Why can't I edit a teammate's report?
Why doesn't comparing with the previous period show?
Does clicking a value in a breakdown save the report with that pick?
What happens to a chart pinned to a dashboard if I change or delete the report?
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.