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Reports & Analytics
Custom reports that answer the questions that matter.
Overview
Build tabular or grouped reports across contacts, accounts, opportunities, contracts, commissions, and interactions. Save, share, and re-run them with one click — or use pre-built defaults to get started instantly.
Key capabilities
- Custom report builder
- 6 entity types (contacts, accounts, deals, etc.)
- Group-by & aggregation (count, sum, avg)
- Pre-built default reports
- Save & share with team
- Filter by any field
- CSV export
- Sales tracker leaderboard
app.swiftlycrm.com/reports