Reports that run, and arrive on their own
Nine Sales and CRM reports with charts and detail rows, exportable as CSV or PDF, and schedulable by e-mail.
What changed
Reports was previously a page of links pointing at other modules’ pivot views. “Sales by customer” was an invoice list with a grouping applied: no period to choose, no chart, nothing to export, and no way for the figures to reach anyone who was not going to open the app and go looking.
There are now nine reports that each answer one question over one period, with the rows behind every figure.
The nine
Pipeline by stage
Open deals by stage, owner, source or pipeline, with the weighted value alongside the raw one.
Lead funnel
How many enquiries reach each stage and how many convert.
Lead sources
Which sources bring volume, and which bring conversion. Rarely the same ones.
Win and loss
What was won and lost, by owner, reason given and competitor.
Sales over time
Invoiced against collected, month by month.
Sales by customer
Who buys most, what they paid, what is still owed.
Quotation conversion
Read from the document chain, so a quote turned into an order by hand still counts.
What sells
Items by value and by quantity, from invoice lines.
Receivables ageing
Who owes you, in bands, with days overdue per invoice.
Scheduling
A report nobody remembers to open is a report nobody reads. Schedules run one and send it without anybody doing anything.
- Daily, weekly, monthly, quarterly, half-yearly or yearly, at an hour you choose
- PDF, CSV or both, attached, with the headline figures in the message itself
- Any mix of staff and plain e-mail addresses — your accountant needs no login
- The period resolves when it fires, so a monthly report always covers the month that just ended
Does this affect anything existing?
No data changes. Reports only read; nothing in this release writes to your records.
One new table was added to store schedules. If you had bookmarked a link on the old Reports page, four of them pointed at addresses that did not exist and have been corrected — those bookmarks will now resolve.
Mail must be configured for schedules to deliver. Until SMTP is set up, a scheduled report is produced and logged rather than sent, and the schedule list says so against each run.
More in release notes
All release notesImporting that actually works
File upload, column matching, required-field checks, duplicate handling and a per-row error report — on fourteen…
Every module is a plugin
Sales and Sales documents can now be switched off like everything else, and a module that…
Fixes worth naming
Dialogs opening behind the sidebar, counts needing a reload, a five-second stall, and a New menu…
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.