In today’s data-driven business landscape, reports still rule. Whether you’re tracking sales performance in a CRM, analysing employee retention in an HRMS, or reviewing project timelines, reporting is the key that transforms raw data into actionable insights.
However, standard reports often fall short when it comes to answering complex, business-specific questions. That’s where custom reports shine.
In this guide, you’ll learn how to create custom reports across CRM, HRMS, and Project Management Systems, with inputs inspired by leading platforms like DoInsight.
Why Custom Reports Matter
Before diving into the how-to, let’s answer the why.
Custom reports allow you to:
- Pull only the data that matters to your business
- Combine insights from multiple departments or modules
- Track KPIs aligned with your specific goals
- Make faster and smarter decisions using focused metrics
The best part? You don’t need to be a tech expert to get started. Just follow these steps.
CRM Custom Reports: Unlocking Sales Insights
A well-designed CRM report offers visibility into everything from lead pipelines to customer journeys. Whether you’re a sales manager or business head, CRM reporting helps you make sense of conversion patterns and performance metrics.
Steps to Create CRM Custom Reports
1. Choose the Right CRM with a Report Builder
Platforms like Salesforce, Zoho CRM, and HubSpot offer drag-and-drop report builders and custom dashboards.
2. Identify Key Sales Metrics
Typical custom report metrics include:
- Lead conversion rates
- Sales pipeline stages
- Win/loss ratios
- Source of acquisition
3. Filter & Combine Data
Apply filters such as region, rep, lead source, or deal size. Many CRMs allow integration with marketing or support data for holistic analysis.
4. Select the Right Visualization
- Funnel charts to track sales progression
- Bar graphs for regional performance
- Pivot tables to compare targets vs. achievements
5. Automate Report Delivery
Set up weekly/monthly email digests to share dashboards across teams or leadership.
HRMS Custom Reports: Workforce Intelligence on Demand
Human Resource systems hold rich employee data, but it takes custom reporting to connect the dots on retention, cost, and performance.
Steps to Create HRMS Custom Reports
1. Open the HR Analytics/Reporting Section
Most platforms (e.g., Keka, HRMantra, Zoho People) feature custom report modules under HR analytics.
2. Select a Module to Analyze
Choose from:
- Attendance
- Payroll
- Performance reviews
- Recruitment pipeline
3. Use Drag-and-Drop Data Fields
Select data like: employee name, department, tenure, location, or performance score.
4. Apply Custom Filters
For instance, analyze attrition of employees with less than 2 years of tenure in the IT department.
5. Customize Layouts & Visuals
- Highlight absenteeism > 5 days
- Use heat maps for engagement trends
- Sort salary by role or grade band
6. Schedule & Share
Export in PDF, Excel, or CSV formats. Automate delivery to HR heads or department managers on a set schedule.
Project Custom Reports: Real-Time Visibility Across Operations
From cost control to deadline tracking, custom reports in project management tools give you the big picture in real-time.
Steps to Create Project-Based Reports
1. Access Your Project Management Platform
Tools like DoInsight, Odoo, or ClickUp offer built-in or add-on custom reporting options.
2. Select the Report Type
Examples include:
- Timesheets by task or role
- Budget vs. actual cost reports
- Project status by team or client
3. Apply Filters and Parameters
Filter by date range, task owner, phase, or resource usage.
4. Link with Other Modules (Optional)
Advanced tools like DoInsight allow you to combine project, HR, and accounting data for more comprehensive insights.
5. Choose Visualization Format
- Gantt charts for scheduling
- Kanban for task flow
- Dashboards for high-level progress
6. Automate Distribution
Embed reports into stakeholder presentations or schedule auto-updates for weekly meetings.
Pro Tips for Seamless Reporting
- Standardize naming conventions across systems for consistency
- Connect your CRM, HRMS, and Project tools via APIs or an all-in-one solution like DoInsight
- Update custom reports regularly as KPIs evolve
- Save reusable templates to cut down monthly reporting time.
Why DoInsight Is Built for Unified Custom Reporting
If you’re looking for a platform that seamlessly manages CRM, HRMS, and Project workflows, look no further than DoInsight.
With one dashboard, you can:
- Generate advanced cross-functional reports
- Integrate real-time data from HR, sales, and operations
- Automate reporting across departments
- Track key business KPIs without switching between tools
Whether you’re managing remote teams, boosting collaboration, or scaling operations, DoInsight provides the clarity and control your business needs.
Final Thoughts
Creating custom reports across CRM, HRMS, and Project tools gives you strategic visibility that templates never could. When done right, it helps drive performance, align departments, and empower smarter decisions.
