Reports & Analytics: Build Custom Dashboards, Schedule Reports & Actually Make Data-Driven Decisions
Data without dashboards is just noise. Learn how to build custom reports with filters, grouping, and visualizations — then schedule them to arrive in your inbox automatically.
"What is our customer acquisition cost?" "How many leads did we close last quarter?" "Which sales rep has the highest conversion rate?" If answering any of these questions requires more than 30 seconds, your reporting is broken. And if your team weekly meeting involves someone screen-sharing a spreadsheet they spent Friday afternoon building, your reporting is not just broken — it is actively wasting your most expensive resource: people time.
Preset Reports: Answers in One Click
Medivot ships with preset reports for common business questions — sales pipeline summary, lead source performance, conversion rates by stage, revenue by period, and activity summaries. These are ready to run immediately. But the real power comes when you build your own.
Custom Report Builder
The custom report builder lets you select a data source, choose columns, apply filters, set group-by fields, pick aggregate functions (sum, average, count, min, max), and choose a visualization type. Want to see total deal value by sales rep, grouped by quarter, filtered to only closed-won deals over 500,000 naira? Build it once, save it, and run it anytime. The report becomes a reusable asset that anyone on the team can access.
Scheduled Reports: Reports That Come to You
The best report is the one you do not have to remember to run. Schedule any report to generate and deliver automatically — daily, weekly, monthly, or quarterly. Choose your format (CSV for data teams, Excel for finance, PDF for executives). Add multiple recipients. The report arrives in their inbox on schedule, every time. Your Monday morning sales meeting starts with everyone already having the numbers. Execution logs track every run so you can verify delivery and troubleshoot if needed.
Export Everything
Need the raw data? Export any report to CSV, Excel, or PDF with one click. Exports run asynchronously for large datasets — start the export, continue working, and download when it is ready. Apply filters before exporting to get exactly the slice of data you need. Combined with CRM custom views, import/export capabilities, and the analytics dashboard (tracking sessions, attribution, channel performance, and campaign ROI), you have a complete business intelligence layer built into your platform. No separate BI tool subscription required.