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Reports - Custom Objects

At SprintHub, you don’t need to be limited to standard reports. With Custom Object Reports, you can create tailor-made analyses 🎯, tracking exactly what makes sense for your business.


πŸ”Ž What are Custom Objects?

They are β€œboxes” of information that you create to organize specific data from your operation. Examples:

  • πŸ“„ Contracts

  • πŸ’° Proposals

  • πŸ“… Schedules

  • πŸ”‹ Equipment

  • 🏒 Business units

Each object can have custom fields, which later become metrics in the reports.


πŸ’‘ Why use Custom Object Reports?

They allow you to: βœ… See exclusive metrics from your objects. βœ… Apply intelligent filters and segmentation. βœ… Generate practical insights for quick decisions. βœ… Connect operational data with areas like sales, finance, or services.


βš™οΈ How to create a Custom Object Report

  1. Access Reports πŸ‘‰ Go to Find Services, Analyze and click on Reports.

  2. Create a new report βž• Click on New Report and select Custom Object.

  3. Choose the object πŸ” E.g.: Contracts, Proposals or another one created by you.

  4. Configure the fields πŸ› οΈ Check which data should appear (standard or custom).

  5. Apply filters 🎯 E.g.: active contracts, proposals above R$ 5,000, installed equipment.

  6. Save and generate the report πŸ’Ύ Give it a name, save it and, if you want, export it in different formats.


πŸ“Œ Practical examples

  • πŸ’³ Finance: contracts by payment status.

  • πŸ“ˆ Sales: proposals sent in the month.

  • πŸ‘· Operational: schedules by employee.

  • πŸ”§ Services: equipment installed by customer.



βœ… Conclusion

With Custom Object Reports, you adapt the reports to your reality β€” not the other way around πŸ˜‰. That makes it easier to turn data into growth strategies.

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