Build the exact
report you need
Pre-built reports only answer the questions someone else thought to ask. With EternalEngine's custom report builder, you set the filters, choose the columns, and get precisely the data your business needs.
| Deal Name ↕ | Value ↕ | Stage | Owner |
|---|---|---|---|
| Multi-Site Rollout | $124,000 | Negotiation | Sarah K. |
| Platform Migration | $87,500 | Proposal | Mike R. |
| Annual Renewal | $64,200 | Won | Sarah K. |
The report builder
Saved reports such as a monthly revenue summary and a lead funnel, ready to rerun.
Every answer, no SQL required
Powerful flexibility without the complexity. Anyone on your team can build a report in minutes.
Flexible Filters
Filter by stage, owner, deal value, date range, company, tag, or any custom field. Combine multiple filters with AND/OR logic.
Drag-Drop Columns
Add, remove, and reorder columns by dragging. Choose from 30+ data fields. Sort by any column ascending or descending.
Grouping Options
Group results by owner, stage, company, month, or any custom field. Auto-calculate subtotals for every group.
Save Templates
Save any report configuration as a named template. Share with your team so everyone runs the same report, the same way.
Scheduled Delivery
Schedule any report to run and email automatically — daily, weekly, or monthly. PDF or CSV, your choice.
Export Anywhere
Download as PDF for presentations or CSV for further analysis. Export on demand or on a schedule.
Reports that work for you
The right data, in the right hands, at the right time.
"What's Mike's Q1 win rate on deals over $50K?" Build the report in 2 minutes. No waiting on an analyst.
Automated scheduled reports eliminate the Friday afternoon scramble to pull numbers for the Monday leadership meeting.
Save report templates and share them so finance, sales, and operations all run the same consistent numbers every time.
Common questions, straight answers.
Which plans include the report builder?
Pro and Business. Team and below have the built-in dashboards in each app but not the drag-and-drop builder.
What can a report include?
Any field from contacts, deals, invoices, payments, appointments and projects, filtered by date, owner, status or tag, shown as a table or chart.
Can I export or schedule it?
Saved reports can be rerun any time from the report builder, and a saved report keeps its fields, filters and chart.
Run your business from one place.
Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.
From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time