Reporting and Analytics

Powerful reporting, dashboards and analytics made simple, with easy extraction, scheduling and more.

Reporting, Dashboards and Analytics in HaloCRM

Transform your customer support team into a data-driven superpower, pulling data from HaloCRM itself and your integrated systems. Utilizing HaloCRM’s out-of-the-box report library and dashboards, or your own custom-built metrics, you’ll have everything you need to pull out actionable insights to drive customer satisfaction through the roof.

Gain the flexibility to extract any data from your HaloCRM database and manipulate it to derive actionable insights.

Hundreds of reports are available out of the box designed to help your organisation improve service, alongside a free report writing service.

Codeless report configuration and our drag and drop dashboard builder makes finding insights and trends accessible to all.

Reporting, Dashboards and Analytics in HaloCRM

Gain the flexibility to extract any data from your HaloCRM database and manipulate it to derive actionable insights.

Hundreds of reports are available out of the box designed to help your organisation improve service, alongside a free report writing service.

Codeless report configuration and our drag and drop dashboard builder makes finding insights and trends accessible to all.

Reporting

Out-of-the-box reports and dashboards built for your industry

HaloCRM comes out-of-the-box with over 500 reports based on our 30 years of industry knowledge, our existing customer bases requirements, and industry best-practises. This includes multiple dashboards focused on managerial and customer service agent audiences, to ensure your organisation can hit the ground running when signing up to HaloCRM.

customisation

Easy, codeless, custom reporting

The HaloCRM reporting engine is incredibly powerful and incredibly flexible. It has been designed in such a way to allow your team to pull any data from your database into an easy-to-understand report. With charts, dashboards and filter options available, it is straightforward to pinpoint actionable insights to drive service improvement.

Both code and codeless methods can be used to create your own customised reports, but if you don’t fancy either, we have a free report writing service available with all subscriptions to HaloCRM.

extracting data

Share insights into your customer service operations with ease

Extracting data from HaloCRM is a cinch. With no cap on how many reports or how much data you can extract, sharing metrics and analytics with your wider organisation has never been simpler. HaloCRM’s reporting engine allows you to extract reports in a variety of formats (including Excel, PDF, email and more), on a schedule or on demand, or even in a branded PDF document pulling a variety of reports and charts together into one.

Viewing reports and dashboards is not just restricted to HaloCRM agents, these can be published to an internal portal, PowerBI or even Klipfolio if desired, to ensure insights are shared across the business.