Unlimited reports on every plan
No cap on how many reports you build. No add-on charge for the reporting module. It is in every plan at flat pricing.
Reports & Analytics
Custom Report Builder Software
Build the exact report you need, no analyst required
Build any report you need on your own CRM data. No developer, no waiting. Pick the fields, filter, group, subtotal and export. The numbers you run the business on are a few clicks away, not a week of asking around.
192+ teams · 4.8★ · used across 31 industries
Definition
What is Custom Report Builder?
Raw records go in, the exact report you want comes out. That is what Custom Report Builder does. In CIPHER CRM you choose the fields, apply filters, group and subtotal the rows, then save or export. It works across leads, invoices, payments, stock, tasks and support, so any question about the business becomes a report you can pull yourself.
Custom Report Builder in CIPHER CRM is a self-service reporting tool that turns raw CRM records into the exact report a business needs, with no developer and no coding. You pick the module, choose the fields, apply filters, then group and subtotal the rows so the totals match how you read the business. It works across leads, invoices, payments, stock, tasks and support, so any question becomes a report you pull yourself and export to Excel or PDF for your CA. Reports understand GST invoices, tax splits and rupee totals, so the summaries already fit how Indian accounts are kept. Save a layout once and the monthly GST summary or outstanding list becomes one click instead of a rebuild. It is included in every CIPHER CRM plan with no cap on reports and no add-on charge, and the platform is rated 4.8/5 by the businesses running it.
The problem
What happens without Custom Report Builder
- The owner wants outstanding payments by customer. The accountant needs a full day to build that sheet by hand.
- Every report is stuck in one fixed format. Want a different filter or column? Back to asking staff.
- Sales, billing and stock numbers live in separate files. Nobody can pull them into one clean view for a review meeting.
- By the time a manual report reaches you, the data is a week old and the sale has already gone cold.
- Only one person knows how the report is built. They go on leave and the whole business flies blind.
Capabilities
What you can do with Custom Report Builder
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Build any report yourself, no coding needed
Pick the module, choose the fields, add filters and grouping on a simple screen. The report builds itself. A shop owner gets the answer without waiting on a developer.
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Slice the data exactly how the business runs
Filter by date, salesperson, area, product, source or status. Then group and subtotal so the totals line up with how you actually think about the numbers.
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Report across sales, billing and stock together
Pull from leads, invoices, payments, inventory, tasks and support in one place. A review meeting runs off one report, not five files. invoice billing software →
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Save reports and reuse them every month
Save a layout once, open it again any time with fresh data. The monthly GST summary or outstanding list becomes one click, not a rebuild.
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Export and share in the format you need
Send any report to Excel or PDF for your CA, a partner or your records. The numbers go where they are needed. activity dashboard software →
Built India-first
Why Custom Report Builder is better in CIPHER
Unlike generic CRMs, CIPHER builds custom reporting around how Indian businesses actually work - WhatsApp, mobile and local context come as standard.
Built for GST and Indian bookkeeping
Reports understand GST invoices, tax splits and rupee totals. The summaries you hand your CA already match how Indian accounts are kept.
The owner is not stuck with one staff member
Anyone with permission can build a report from a simple screen. The numbers do not vanish when the person who made the spreadsheet is on leave.
How it works
How Custom Report Builder works in CIPHER CRM
Pick what to report on
Choose the module that holds the data you want, such as leads, invoices, payments, stock or tasks.
Choose your fields
Tick the columns that matter, like customer, amount, date, salesperson, source or status. Leave out the rest.
Filter and group
Add filters such as date range or area. Then group and subtotal so the totals match how you read the business.
Save the layout
Name and save the report. Next month you open it again with fresh data instead of rebuilding it.
Export or share
Send it to Excel or PDF for your CA, a partner or your records. Or keep it live inside CIPHER for the team to check.
In action
Custom Report Builder in action, by industry
- Financial Services A loan agency owner wants disbursed amounts split by product, agent and branch for the quarter. Instead of the accounts team stitching three sheets together, they filter and group it themselves in minutes and hand the CA a clean summary.
- Consulting A consulting firm bills by retainer and project. The partner builds a report grouping unbilled hours and outstanding invoices by client, so the monthly billing run stops leaking effort that never made it onto an invoice.
- Manufacturing A factory owner needs finished-goods stock against pending sales orders before committing a delivery date. One saved report pulls inventory and open orders together, so they promise dates they can actually hit.
- Logistics & Transportation A transport operator wants trips, freight billed and payments due grouped by route and client. The report exposes which routes carry the most unpaid freight, so recovery calls target the ones bleeding cash.
- Healthcare A diagnostics chain builds a report of tests done by centre and referring doctor, filtered to the month. It shows which referrers actually send volume, so relationship effort goes to the ones worth keeping.
- Technology A software reseller needs renewals due in the next 60 days by customer and licence value. A saved report surfaces them well ahead of expiry, so the team renews before a client quietly lets a subscription lapse.
Compare
Custom Report Builder: CIPHER vs spreadsheet vs a generic CRM
| What matters | CIPHER CRM | Spreadsheet / manual | Generic CRM |
|---|---|---|---|
| Live dashboards | Yes | Month-end only | Varies |
| Custom reports | Self-serve | Manual Excel | Add-on |
| Single source of truth | Yes | No | Partial |
| Mobile access | Android app | No | Limited |
| No analyst needed | Yes | N/A | Often needs one |
Works with
Custom Report Builder works with the tools you already use
Android appEmail
See Custom Report Builder in action
Build the exact report you need, no analyst required. A question that once waited for an accountant to build a sheet is now a report you pull yourself, while the meeting is still on.
See Custom Report Builder live → Book a demo Why it’s worth it
What Custom Report Builder changes for your business
Answers in minutes, not days
A question that once waited for an accountant to build a sheet is now a report you pull yourself, while the meeting is still on.
Decisions on fresh numbers
Reports run on live CRM data. You act on this week, not on a spreadsheet that was already stale when it landed.
One version of the truth
Sales, payments and stock come from the same records. Partners stop arguing over which spreadsheet is correct.
Less time spent building reports
Saved layouts turn a recurring monthly report into a single click. Staff stop repeating the same manual work.
See Custom Report Builder on your own data
Proof
Teams that switched to CIPHER
“Since moving custom reporting into CIPHER, nothing slips through the cracks anymore.”
“Custom Report Builder alone saved our team hours of admin every week.”
FAQ
Custom Report Builder - your questions answered
What is Custom Report Builder in a CRM?
It is the tool that turns CRM records into the exact report you want. You choose fields, filter, group and subtotal. In CIPHER CRM it works across leads, invoices, payments, stock, tasks and support, so any business question becomes a report you can build and export yourself.
How does Custom Report Builder work?
Pick a module, choose the fields you want, add filters like date or salesperson, then group and subtotal the rows. The report builds itself on live data. Save the layout to reuse each month, or export it to Excel or PDF for your CA.
Why do businesses need Custom Report Builder?
Without one, every report is a manual spreadsheet built by one person. The numbers arrive late and in one fixed format. A builder lets the owner pull any view in minutes on fresh data, so decisions run on current facts, not week-old files.
Which CRM has Custom Report Builder?
CIPHER CRM includes Custom Report Builder in every plan, with GST billing and an Android field app built in. Reports are unlimited with no add-on charge, and the platform is rated 4.8/5 by the businesses using it. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Do I need technical skills to build a report?
No. It is point and click. You pick fields, filters and grouping on a simple screen. No coding, no formulas, no calling a developer. A shop owner or manager can pull the numbers they want without help. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Can I export reports to Excel or PDF?
You can. Any report goes out to Excel or PDF. Send an outstanding-payments list to a partner, hand a GST summary to your CA, or keep a copy for your records outside the CRM. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
How many custom reports can I create?
As many as you need. There is no limit on building and saving reports, and the reporting module is in every plan at flat pricing. No per-report fee, no add-on charge. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
How quickly can we start using it?
Setup is usually done inside a couple of days. Your industry edition and data fields are configured for you, so you can start building and saving reports on your own leads, invoices and payments almost straight away. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Glossary
Custom Report Builder terms, defined
- Dashboard
- A single screen showing the key numbers for the business at a glance.
- KPI
- Key Performance Indicator - a metric that shows whether you are on track.
- Drill-down
- Clicking a summary number to see the detailed records behind it.
- Pipeline value
- The total estimated value of all open deals in your pipeline.
Pairs well with
Features that work with Custom Report Builder
In day-to-day use this pairs with the activity dashboard CRM - both ship in every plan of the best CRM software in India.
Teams that outgrow spreadsheets here usually add a CRM with performance tracker next.
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Daily Activity Dashboard
See the whole business at a glance, live. Learn more → -
Performance & Progress Tracker
Track team and target progress in real time. Learn more → -
Lead Scoring & Rating Insights
Spend time on the leads most likely to close. Learn more → -
Role-Based Permissions
Everyone sees only what they should. Learn more → -
Inactivity Auto-Logout
Idle sessions close themselves - data stays safe. Learn more → -
Document & File Storage
Every file in one place, access controlled by role. Learn more →
For your industry
See Custom Report Builder in your industry
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