Evolve comes with 50+ standard reports, but sometimes you just need to start from scratch with a report that suits the exact needs of your unique company. That's why we made Report Builder.
Start building your customer report by choosing from one of six unique categories of data that span across all of Evolve: Customers, Leads, Renewals, Sales, Services and Users.
Create columns and filters with hundreds of different types of data fields. Get insight into your company's customers and services that previously wasn't possible. And get it fast, with thousands of rows returned in just seconds.
Schedule the latest data from any of your custom reports to be emailed to you as an Excel spreadsheet every day, every week, every month – or all three.
Excel export. Smart data filters. Power BI enabled. Contact Evolve today and let’s discuss how your business can benefit from Report Builder.
Lead Lines are just ONE of the features that will convince you that Evolve is the product you need to streamline and simplify your business. A quick meeting will help us learn more about you and we can customize the time to feature the solutions you need.
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