Home → Data Management → Reports module → Overview

1.1. Overview

The Reports module is the main reporting tool within RubiCRM and can be located from Main Menu > Data Management > Reports.

You can use the reporting module to generate customised reports based on the data held within your RubiCRM system.

Please note the reports module is not designed to replace or compete with market-leading data visualization software such as Power BI or Excel. The RubiCRM reports module is a simple data in > data out module with basic data manipulation and visualisation capabilities.

If you require extensive data manipulation/visualisation we recommend exporting/linking any RubiCRM reports into more specialised software. Please refer to the related article on this.

The reports module consists of four areas:

Dashboard
Report Builder
Saved Reports
Audit

Dashboard

When you first open the Reports module the Dashboard is the first area you are greeted with.

The area is designed for you to add reports that you run regularly so that they are quickly accessible avoiding the need to search through the list of "Saved Reports".

Report Builder

The Report Builder is the core area of the Reports module. This area allows you to generate reports based on outputs and filters and display them in different ways. You can display data in a grid, chart or export it to Excel for further data manipulation.

Saved Reports

The Saved Reports area of the Reports module allows you to view previously saved reports. This allows you to reuse reports avoiding the need to recreate reports you run regularly saving you time.

From the Saved Reports area, you can select which reports you wish to add to your reports Dashboard allowing for quick access to your most in-demand reports.

Audit

The Audit area of the reports module allows you to view which reports have been run by other Rubi Users. The audit provides basic information such as: