How to create a new report on Freshsales
Creating custom reports in Freshsales allows you to tailor the data to your specific needs. Follow these steps to create a new custom report:
Step 1: Access Reports
- Log in to your Freshsales account.
- Navigate to the left sidebar and click on Reports.
Step 2: Create a New Report
- In the Reports section, click on New Report.
- Give your report a name and description for easy identification.
- Choose the type of report you want to create (e.g., Sales, Leads, Accounts).


Step 3: Customize Your Report
- Select the fields you want to include in your report. You can choose from various data points such as lead source, deal stage, revenue, etc.
- Apply filters to narrow down the data. For example, you can filter by date range, lead status, or sales rep.
- Use the Group By option to categorize your data, click Apply and Save. This can help in visualizing trends and patterns.

Step 4: Accessing Saved Reports
- To access your saved reports, go to the Reports section.
- You will see a list of all your saved reports. Click on the report name to view it.

By following these steps, you can create detailed and customized reports in Freshsales to better analyze your data and make informed decisions.