Reports - Custom Objects
At SprintHub, you don't have to be stuck with just the standard reports. With the Custom Object Reports, it's possible to create tailored analyses π―, tracking exactly what makes sense for your business.
π What are Custom Objects?
They are βlittle boxesβ of information that you create to organize specific data from your operation. Examples:
π Contracts
π° Proposals
π Appointments
π Equipment
π’ Business units
Each object can have custom fields, which later become metrics in the reports.
π‘ Why use Custom Object Reports?
They allow you to: β See unique metrics for your objects. β Apply smart filters and segmentations. β Generate practical insights for quick decisions. β Connect operational data with areas like sales, finance, or services.
βοΈ How to create a Custom Object Report
Go to Reports π Go to Find Services, Analyze section and click Reports.
Create a new report β Click on New Report and select Custom Object.
Choose the object π Ex.: Contracts, Proposals or another created by you.
Configure the fields π οΈ Check which data should appear (default or customized).
Apply filters π― Ex.: active contracts, proposals above R$ 5,000, installed equipment.
Save and generate the report πΎ Give it a name, save, and, if you want, export in different formats.
π Practical examples
π³ Financial: contracts by payment status.
π Commercial: proposals sent in the month.
π· Operational: appointments per employee.
π§ Services: equipment installed per client.
β
Conclusion
With Custom Object Reports, you adapt the reports to your reality β not the other way around π. That way, it becomes easier to turn data into growth strategies.
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