Custom Reports

Go beyond the default dashboard with custom reports. Select the metrics you care about, filter by date and model, and export to CSV or PDF for offline analysis or stakeholder presentations.

Report Builder

Drag-and-drop metrics to create your ideal report.

Scheduled Export

Automatically email reports weekly or monthly.

Multiple Formats

Download as CSV, PDF, or send to Google Sheets.

Creating a custom report

Navigate to Analytics → Custom Reports and click New Report. The report builder lets you select which columns to include: Chatter Name, Model, Revenue, Commission, Date, Transaction Type, and more. Drag columns to reorder them, apply filters (e.g., only show data for a specific model), and set a date range.

Once satisfied, click Generate Preview to see the data. If everything looks correct, save the report template for future use.

Scheduled exports

Need a weekly payout summary sent to your accountant? Enable scheduling on any saved report. Choose a frequency (daily, weekly, monthly), select the export format, and enter recipient email addresses. ReportFlow will generate and email the report automatically at the scheduled time.

Export formats

  • CSV — Best for importing into Excel or Google Sheets for further manipulation.
  • PDF — Formatted for easy reading and sharing with stakeholders.
  • Google Sheets — Directly append data to a connected Sheet for live collaboration.

Pre-built templates

ReportFlow includes several pre-built report templates: Weekly Payout Summary, Model Revenue Breakdown, and Chatter Leaderboard. Use these as starting points and customize them to fit your workflow.

Next steps