Build a custom report

1. 1Open Rapporter from the sidebar and start a new custom report.
2. 2Choose the Datakälla — the kind of record you are measuring.
3. 3Add conditions with Lägg till villkor to limit which records count. Use Lägg till grupp when you need an either/or rather than a straight and.
4. 4Add what to measure with Lägg till mätetal. A count answers "how many"; an Aggregat over a field answers "how much". Formel lets you combine metrics, for example a rate from two counts.
5. 5Set Gruppera efter to break the answer up — by month, owner, stage, or any field including your own custom ones.
6. 6Pick how to show it: Tabell, Stapel, Linje, Cirkel, or a single Mätvärde when one number is the whole answer.
7. 7Name it and save. Rapportnamn krävs

Custom fields are usable everywhere here — as a condition, and as a Gruppera efter. This is what makes a report the right tool for questions about your own categories: how much per project number, per region, per whatever your company tracks that DealJourney does not know about by default.

Check the report against a filtered list once when you first build it. Filter the same records on their list page and see whether the count agrees. If they differ, a condition is not doing what you think, and it is much cheaper to find that out now than after the number has been in a board pack.