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 🎯, tracking exactly what makes sense for your business.


πŸ”Ž What are Custom Objects?

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

  • πŸ“„ Contracts

  • πŸ’° Proposals

  • πŸ“… Appointments

  • 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 unique metrics for your objects. βœ… Apply smart filters and segmentations. 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. Go to Reports πŸ‘‰ Go to Find Services, Analyze section and click Reports.

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

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

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

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

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


πŸ“Œ Practical examples

  • πŸ’³ Financial: contracts by payment status.

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

  • πŸ‘· Operational: appointments per employee.

  • πŸ”§ Services: equipment installed per client.



βœ… Conclusion

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

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